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?
Dietitian
20%
#441 / 623
View rankingDietitian
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 |
|---|---|---|---|
Assess nutritional needs, diet restrictions, and current health plans to develop and implement dietary-care plans and provide nutritional counseling.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 22% | +2.9 |
Counsel individuals and groups on basic rules of good nutrition, healthy eating habits, and nutrition monitoring to improve their quality of life.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 22% | +2.6 |
Evaluate laboratory tests in preparing nutrition recommendations.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Advise patients and their families on nutritional principles, dietary plans, diet modifications, and food selection and preparation.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 12% | +1.3 |
Record and evaluate patient and family health and food history, including symptoms, environmental toxic exposure, allergies, medication factors, and preventive health-care measures.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 12% | +1.1 |
Incorporate patient cultural, ethnic, or religious preferences and needs in the development of nutrition plans.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 12% | +1.1 |
Consult with physicians and health care personnel to determine nutritional needs and diet restrictions of patient or client.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 12% | +1 |
Coordinate diet counseling services.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 22% | +1.1 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 22% | 28% | +6.2 |
| Total | 100% | 20% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- hygiene in a health care setting
- eating disorders
- counselling methods
- health care legislation
- biological chemistry
- calculation of food energy
- medical terminology
- supervision of persons
- human physiology
- pharmacology
Sources for this job· O*NET 29-1031.00· ESCO/ISCO 2265