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?
Museum curator
23%
#291 / 623
View rankingMuseum curator
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 |
|---|---|---|---|
Inventory, catalogue and write wall texts.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 40% | +7.2 |
Curate, select and negotiate loans.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Install, lighting and preventive conservation.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Research, publications and dossiers.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Public, tours and the board.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 16% | +2.9 |
Not losing a piece or a wrong attribution.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 14% | +2.2 |
| Total | 100% | 23% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Inventory, catalogue and write wall texts
- Curate, select and negotiate loans
- Research, publications and dossiers
- Public, tours and the board
- Not losing a piece or a wrong attribution
- conservador de museo
- curator
- comisario de exposicion
Sources for this job· O*NET 25-4012.00· ESCO/ISCO 2621