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?
PR specialist
29%
#70 / 623
View rankingPR specialist
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 |
|---|---|---|---|
Post and update content on the company's Web site and social media outlets.EstimateNo public source provides a precise figure. This is our estimate. | 17% | 28% | +4.8 |
Respond to requests for information from the media or designate an appropriate spokesperson or information source.EstimateNo public source provides a precise figure. This is our estimate. | 15% | 28% | +4.2 |
Plan or direct development or communication of programs to maintain favorable public or stockholder perceptions of an organization's accomplishments, agenda, or environmental responsibility.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 28% | +3.6 |
Write press releases or other media communications to promote clients.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Study the objectives, promotional policies, or needs of organizations to develop public relations strategies that will influence public opinion or promote ideas, products, or services.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Establish or maintain cooperative relationships with representatives of community, consumer, employee, or public interest groups.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 22% | +1.5 |
Coach client representatives in effective communication with the public or with employees.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 22% | +1.3 |
Prepare or edit organizational publications, such as employee newsletters or stockholders' reports, for internal or external audiences.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 55% | +2.8 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 18% | 28% | +5 |
| Total | 100% | 29% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- keywords in digital content
- web analytics
- pricing strategies
- corporate social responsibility
- market research
- brand marketing techniques
- content marketing strategy
- online moderation techniques
- marketing mix
- authoring software
Sources for this job· O*NET 27-3031.00· ESCO/ISCO 2432