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?
Lawyer
31%
#28 / 623
View rankingLawyer
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 |
|---|---|---|---|
Supervise legal assistants.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 22% | +2 |
Analyze the probable outcomes of cases, using knowledge of legal precedents.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 48% | +4.3 |
Interpret laws, rulings and regulations for individuals and businesses.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Gather evidence to formulate defense or to initiate legal actions by such means as interviewing clients and witnesses to ascertain the facts of a case.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Prepare, draft, and review legal documents, such as wills, deeds, patent applications, mortgages, leases, and contracts.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 55% | +3.9 |
Advise clients concerning business transactions, claim liability, advisability of prosecuting or defending lawsuits, or legal rights and obligations.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Examine legal data to determine advisability of defending or prosecuting lawsuit.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Perform administrative and management functions related to the practice of law.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 44% | 28% | +12.3 |
| Total | 100% | 31% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- advise clients
- draft contracts
- litigate
- interpret law
- legal case management
- court procedures
- compile legal documents
- negotiate in legal cases
- protect client interests
- analyse legal evidence
Sources for this job· O*NET 23-1011.00· ESCO/ISCO 2611