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?
Event planner
30%
#51 / 623
View rankingEvent planner
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 |
|---|---|---|---|
Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.EstimateNo public source provides a precise figure. This is our estimate. | 15% | 28% | +4.2 |
Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Confer with staff at a chosen event site to coordinate details.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Direct administrative details, such as financial operations, dissemination of promotional materials, and responses to inquiries.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Evaluate and select providers of services according to customer requirements.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Maintain records of event aspects, including financial details.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 55% | +3.3 |
Review event bills for accuracy and approve payment.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. | 30% | 28% | +8.4 |
| Total | 100% | 30% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- develop event topics
- negotiate contracts with event providers
- coordinate events
- confer with event staff
- review event bills
- inspect event facilities
- arrange event needs
- organise event participants' registration
- direct event administrative details
- supervise event staff
Sources for this job· O*NET 13-1121.00· ESCO/ISCO 3332