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?
Mathematician
28%
#108 / 623
View rankingMathematician
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 |
|---|---|---|---|
Symbolic calc, examples and paper search.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 52% | +11.4 |
Draft proofs and exposés.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 40% | +7.2 |
Find the argument and the counter-example.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 15% | +2.7 |
Lecture, teach and argue in seminar.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Peer-review and polish the writing.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 18% | +2.5 |
Choose the problem that is worth years.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 16% | +1.9 |
| Total | 100% | 28% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Symbolic calc, examples and paper search
- Draft proofs and exposés
- Find the argument and the counter-example
- Lecture, teach and argue in seminar
- Peer-review and polish the writing
- Choose the problem that is worth years
- matematic
- mathematician
Sources for this job· O*NET 15-2021.00· ESCO/ISCO 2120