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?
Paralegal
44%
#4 / 623
View rankingParalegal
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 |
|---|---|---|---|
Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system.EstimateNo public source provides a precise figure. This is our estimate. | 21% | 55% | +11.6 |
Prepare, edit, or review legal documents, including legislation, briefs, pleadings, appeals, wills, contracts, and real estate closing statements.EstimateNo public source provides a precise figure. This is our estimate. | 19% | 55% | +10.5 |
Gather and analyze research data, such as statutes, decisions, and legal articles, codes, and documents.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 55% | +6.6 |
Investigate facts and law of cases and search pertinent sources, such as public records and internet sources, to determine causes of action and to prepare cases.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 55% | +5.5 |
Meet with clients and other professionals to discuss details of cases.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Direct and coordinate law office activity, including delivery of subpoenas.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
File pleadings with court clerks.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 22% | +2.2 |
Prepare for trial by performing tasks such as organizing exhibits.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
| Total | 100% | 44% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- design interfaces
- prototypes
- figma
- legal case management
- legal research
- legal department processes
- legal terminology
- court procedures
- compile legal documents
- handle evidence
Sources for this job· O*NET 23-2011.00· ESCO/ISCO 3411