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?
Osteopath
20%
#455 / 623
View rankingOsteopath
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 |
|---|---|---|---|
History, tests and a first plan.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Manipulation, mobilisation and visceral work.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 10% | +2.2 |
Explain, dose and refer if there is a red flag.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Clinical notes and progress.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Room, hygiene and informed consent.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 16% | +2.6 |
The practitioner’s body and not doing harm.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 14% | +2 |
| Total | 100% | 20% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- History, tests and a first plan
- Clinical notes and progress
- Room, hygiene and informed consent
- The practitioner’s body and not doing harm
- osteopata
- osteopath
Sources for this job· O*NET 29-1299.00· ESCO/ISCO 2269