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 / 623
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?
Data scientist
40%
#6 / 623
View rankingData scientist
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 |
|---|---|---|---|
Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers, clients, and other stakeholders.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 55% | +7.7 |
Manage timely flow of business intelligence information to users.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 28% | +3.6 |
Maintain or update business intelligence tools, databases, dashboards, systems, or methods.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 48% | +5.3 |
Provide technical support for existing reports, dashboards, or other tools.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 55% | +5 |
Synthesize current business intelligence or trend data to support recommendations for action.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Create business intelligence tools or systems, including design of related databases, spreadsheets, or outputs.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 55% | +3.3 |
Collect business intelligence data from available industry reports, public information, field reports, or purchased sources.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 55% | +3.3 |
Identify or monitor current and potential customers, using business intelligence tools.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 29% | 28% | +8.1 |
| Total | 100% | 40% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- analyse data
- models
- dashboards
- python
- information structure
- data warehouse
- database
- web programming
- ICT security legislation
- business process modelling
Sources for this job· O*NET 15-2051.01· ESCO/ISCO 2521