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?
Historian
25%
#227 / 623
View rankingHistorian
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 |
|---|---|---|---|
Search, transcribe and sort sources.EstimateNo public source provides a precise figure. This is our estimate. | 20% | 45% | +9 |
Draft chapters, cards and bibliography.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 38% | +6.8 |
Archive work and source criticism.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 15% | +2.7 |
Argue the thesis and debate peers.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Teaching, outreach and museums.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 16% | +2.2 |
Choose the cut and the question.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 14% | +2 |
| Total | 100% | 25% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Search, transcribe and sort sources
- Draft chapters, cards and bibliography
- Archive work and source criticism
- Argue the thesis and debate peers
- Teaching, outreach and museums
- Choose the cut and the question
- historiador
- historian
Sources for this job· O*NET 19-3093.00· ESCO/ISCO 2633