Automation index
How much of a Financial advisor’s job can AI already do?
A risk profile and a model portfolio come earlier. Sitting with the client and signing what actually fits do not.
This percentage does not predict how many people will lose their jobs.
Task comparison
IS WORK OVER?
Financial advisor
30%
AI can already do 30% of this job.
#46 / 743
View rankingFinancial advisor
Where the time goes
Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.
The time saving for each task is estimated separately.
| Task | Share | AI | Points |
|---|---|---|---|
Profile risk, goals and loss capacity.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 48% | +8.6 |
Propose portfolios, funds and scenarios.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 52% | +8.3 |
Client meeting, objections and the yes or no.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
Periodic reports, rebalancing and basic tax.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
MiFID rules, suitability and trace of the advice.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Sign-off, follow-up and liability for the advice.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 30% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- advise on investments
- profile risk
- build portfolios
- rebalance funds
- plan retirement
- MiFID suitability
- explain financial products
- own the advice
Sources for this job· O*NET 13-2052.00· ESCO/ISCO 2412
IS WORK OVER?
Corrosion engineer
22%
#387 / 743
View rankingCorrosion engineer
Where the time goes
Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.
The time saving for each task is estimated separately.
| Task | Share | AI | Points |
|---|---|---|---|
Thicknesses, the map and the coupon.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Plant, the pipe and the one that is thin.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Cathode, the protection and the one that will not take.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Shutdown, the coating and not painting over rust.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Operations, the rush and not leaving the thin one in service.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
Stop before it goes, and not painting over it.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 22% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- thicknesses
- corrosion maps
- cathodic protection
- coatings
- thin pipes
- shutdowns
- rust
- coupons
Sources for this job· O*NET 17-2131.00· ESCO/ISCO 2145