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?
Delivery driver
28%
#117 / 623
View rankingDelivery driver
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 |
|---|---|---|---|
Obey traffic laws and follow established traffic and transportation procedures.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 28% | +3.6 |
Read maps and follow written or verbal geographic directions.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Verify the contents of inventory loads against shipping papers.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Load and unload trucks, vans, or automobiles.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Drive vehicles with capacities under three tons to transport materials to and from specified destinations, such as railroad stations, plants, residences, offices, or within industrial yards.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Present bills and receipts and collect payments for goods delivered or loaded.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 22% | +1.5 |
Inspect and maintain vehicle supplies and equipment, such as gas, oil, water, tires, lights, or brakes, to ensure that vehicles are in proper working condition.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Turn in receipts and money received from deliveries.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 26% | 28% | +7.3 |
| Total | 100% | 28% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- geographic areas
- road traffic laws
- communicate with customers
- act reliably
- drive in urban areas
- ensure the integrity of mail
- use geographic information systems
- establish daily priorities
- analyse ways to reduce travel time
- interpret traffic signals
Sources for this job· O*NET 53-3033.00· ESCO/ISCO 8321