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?
Executive assistant
34%
#19 / 623
View rankingExecutive assistant
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 |
|---|---|---|---|
Answer phone calls and direct calls to appropriate parties or take messages.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 28% | +3.6 |
Manage and maintain executives' schedules.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Open, sort, and distribute incoming correspondence, including faxes and email.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 55% | +5 |
Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 55% | +5 |
Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 22% | +1.5 |
Prepare responses to correspondence containing routine inquiries.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 55% | +3.9 |
Greet visitors and determine whether they should be given access to specific individuals.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. | 31% | 28% | +8.7 |
| Total | 100% | 35% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- company policies
- translate keywords into full texts
- perform business research
- use spreadsheets software
- coordinate events
- organise travel arrangements for staff
- use different communication channels
- process commissioned instructions
- manage office facility systems
- use office systems
Sources for this job· O*NET 43-6011.00· ESCO/ISCO 3343