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?
Personal trainer
27%
#150 / 623
View rankingPersonal trainer
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 |
|---|---|---|---|
Observe participants and inform them of corrective measures necessary for skill improvement.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 28% | +3.4 |
Instruct participants in maintaining exertion levels to maximize benefits from exercise routines.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Offer alternatives during classes to accommodate different levels of fitness.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Teach proper breathing techniques used during physical exertion.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 22% | +2 |
Monitor participants' progress and adapt programs as needed.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Plan routines, choose appropriate music, and choose different movements for each set of muscles, depending on participants' capabilities and limitations.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Teach and demonstrate use of gymnastic and training equipment, such as trampolines and weights.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 22% | +1.8 |
Evaluate individuals' abilities, needs, and physical conditions, and develop suitable training programs to meet any special requirements.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 27% | 28% | +7.6 |
| Total | 100% | 27% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- demonstrate professional Pilates attitude
- manage fitness communication
- safely instruct about fitness
- identify customer objectives
- ensure safety of exercise environment
- analyse personal fitness information
- show professional responsibility
- provide fitness information
- prescribe exercises
- adapt Pilates exercises
Sources for this job· O*NET 39-9031.00· ESCO/ISCO 3423