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?
Doctor
22%
#351 / 623
View rankingDoctor
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 |
|---|---|---|---|
Collect, record, and maintain patient information, such as medical history, reports, or examination results.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 12% | +1.1 |
Prescribe or administer medication, therapy, and other specialized medical care to treat or prevent illness, disease, or injury.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Analyze records, reports, test results, or examination information to diagnose medical condition of patient.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 12% | +1 |
Manage and treat common health problems, such as infections, influenza or pneumonia, as well as serious, chronic, and complex illnesses, in adolescents, adults, and the elderly.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Explain procedures and discuss test results or prescribed treatments with patients.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 12% | +1 |
Monitor patients' conditions and progress and reevaluate treatments as necessary.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 12% | +1 |
Treat internal disorders, such as hypertension, heart disease, diabetes, or problems of the lung, brain, kidney, or gastrointestinal tract.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Advise patients and community members concerning diet, activity, hygiene, and disease prevention.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 12% | +0.8 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 36% | 28% | +10.1 |
| Total | 100% | 22% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- care for patients
- diagnose
- nursing care
- clinical notes
- manage research data
- operate open source software
- demonstrate disciplinary expertise
- think abstractly
- manage personal professional development
- synthesise information
Sources for this job· O*NET 29-1216.00· ESCO/ISCO 2211