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?
Journalist
30%
#52 / 623
View rankingJournalist
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 |
|---|---|---|---|
Write commentaries, columns, or scripts, using computers.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Analyze and interpret news and information received from various sources to broadcast the information.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 48% | +3.4 |
Select material most pertinent to presentation, and organize this material into appropriate formats.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 22% | +1.3 |
Examine news items of local, national, and international significance to determine topics to address, or obtain assignments from editorial staff members.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Coordinate and serve as an anchor on news broadcast programs.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Gather information and develop perspectives about news subjects through research, interviews, observation, and experience.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 48% | +2.4 |
Present news stories, and introduce in-depth videotaped segments or live transmissions from on-the-scene reporters.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 22% | +1.1 |
Receive assignments or evaluate leads or tips to develop story ideas.EstimateNo public source provides a precise figure. This is our estimate. | 4% | 28% | +1.1 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 55% | 28% | +15.4 |
| Total | 100% | 30% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- write news
- interview
- check sources
- search engines
- scientific research methodology
- proofread text
- consult information sources
- read articles
- search databases
- develop professional network
Sources for this job· O*NET 27-3023.00· ESCO/ISCO 2642