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?
Influencer / creator
30%
#50 / 623
View rankingInfluencer / creator
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 |
|---|---|---|---|
Confer with department heads or staff to discuss topics such as contracts, selection of advertising media, or product to be advertised.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Plan and prepare advertising and promotional material to increase sales of products or services, working with customers, company officials, sales departments, and advertising agencies.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Coordinate activities of departments, such as sales, graphic arts, media, finance, and research.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 48% | +3.8 |
Inspect layouts and advertising copy, and edit scripts, audio, video, and other promotional material for adherence to specifications.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Plan and execute advertising policies and strategies for organizations.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Direct, motivate, and monitor the mobilization of a campaign team to advance campaign goals.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Train and direct workers engaged in developing and producing advertisements.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Contact organizations to explain services and facilities offered.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. | 39% | 28% | +10.9 |
| Total | 100% | 30% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- produce statistical financial records
- comply with food safety and hygiene
- implement marketing strategies
- monitor financial accounts
- manage staff
- analyse booking patterns
- think analytically
- develop financial statistics reports
- apply numeracy skills
- forecast occupancy demand
Sources for this job· O*NET 11-2011.00· ESCO/ISCO 2431