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?
Occupational therapist
19%
#533 / 623
View rankingOccupational therapist
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 |
|---|---|---|---|
Reports, scales and intervention plans.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 35% | +6.3 |
Prescribe aids and adapt paperwork.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Practical session: dressing, cooking, mobility.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 8% | +1.8 |
Home visit and the real environment.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Family, carer and clinical team.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 14% | +2 |
Motivation when the patient gives up.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 16% | +2.2 |
| Total | 100% | 19% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Reports, scales and intervention plans
- Prescribe aids and adapt paperwork
- Home visit and the real environment
- Family, carer and clinical team
- Motivation when the patient gives up
- terapeuta ocupacional
- occupational therapist
Sources for this job· O*NET 29-1122.00· ESCO/ISCO 2269