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 / 683
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?
Early childhood technician
19%
#584 / 683
View rankingEarly childhood technician
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 |
|---|---|---|---|
Routine, the yard and the kit.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Nappy, the change and dignity.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 8% | +1.8 |
Nap, the one who will not sleep and the one who cries.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Food, the allergy and not mixing the plate.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Family, pick-up and not handing over to the wrong person.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
The nappy, and them staying calm.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 12% | +1.7 |
| Total | 100% | 19% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- 0-3 routines
- nappy change
- nap
- food allergies
- pick-up
- nursery yard
- dignity
- not hand to the wrong person
Sources for this job· O*NET 25-2011.00· ESCO/ISCO 5311