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?
Logistics coordinator
28%
#90 / 623
View rankingLogistics coordinator
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 |
|---|---|---|---|
Maintain and develop positive business relationships with a customer's key personnel involved in, or directly relevant to, a logistics activity.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Develop an understanding of customers' needs and take actions to ensure that such needs are met.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Direct availability and allocation of materials, supplies, and finished products.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Direct team activities, establishing task priorities, scheduling and tracking work assignments, providing guidance, and ensuring the availability of resources.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Protect and control proprietary materials.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Explain proposed solutions to customers, management, or other interested parties through written proposals and oral presentations.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 22% | +1.1 |
Manage subcontractor activities, reviewing proposals, developing performance specifications, and serving as liaisons between subcontractors and organizations.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Perform managerial duties such as hiring and training employees and overseeing facility needs or requirements.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. | 40% | 28% | +11.2 |
| Total | 100% | 28% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- multimodal transport logistics
- markets for modes of transport
- comply with railway safety standards
- resolve shipment issues
- track shipments
- use different communication channels
- handle shipment risks
- negotiate logistics services
- analyse transportation costs
- apply transportation management concepts
Sources for this job· O*NET 13-1081.00· ESCO/ISCO 4323