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?
Marketing manager
31%
#41 / 623
View rankingMarketing manager
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 |
|---|---|---|---|
Formulate, direct, or coordinate marketing activities or policies to promote products or services, working with advertising or promotion managers.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 28% | +6.2 |
Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Direct the hiring, training, or performance evaluations of marketing or sales staff and oversee their daily activities.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 28% | +3.4 |
Evaluate the financial aspects of product development, such as budgets, expenditures, research and development appropriations, or return-on-investment and profit-loss projections.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 48% | +3.4 |
Consult with product development personnel on product specifications, such as design, color, or packaging.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Compile lists describing product or service offerings.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Use sales forecasting or strategic planning to ensure the sale and profitability of products, lines, or services, analyzing business developments and monitoring market trends.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 48% | +2.9 |
Develop pricing strategies, balancing firm objectives and customer satisfaction.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. | 20% | 28% | +5.6 |
| Total | 100% | 31% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- channel marketing
- sales strategies
- company policies
- implement marketing strategies
- carry out naming strategies
- perform customers’ needs analysis
- manage staff
- apply social media marketing
- create annual marketing budget
- set brand positioning
Sources for this job· O*NET 11-2021.00· ESCO/ISCO 2431