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?
HR generalist
31%
#42 / 623
View rankingHR generalist
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 |
|---|---|---|---|
Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and designated licensing codes.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Review employment applications and job orders to match applicants with job requirements.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Interpret and explain human resources policies, procedures, laws, standards, or regulations.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Hire employees and process hiring-related paperwork.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Prepare or maintain employment records related to events, such as hiring, termination, leaves, transfers, or promotions, using human resources management system software.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 55% | +3.3 |
Select qualified job applicants or refer them to managers, making hiring recommendations when appropriate.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Advise management on organizing, preparing, or implementing recruiting or retention programs.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Perform searches for qualified job candidates, using sources such as computer databases, networking, Internet recruiting resources, media advertisements, job fairs, recruiting firms, or employee referrals.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 48% | +2.4 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 42% | 28% | +11.8 |
| Total | 100% | 31% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- labour legislation
- job market offers
- employment law
- human resource management
- company policies
- maintain relationship with customers
- recruit employees
- carry out recruiting services
- interview people
- identify customer's needs
Sources for this job· O*NET 13-1071.00· ESCO/ISCO 2423