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?
Procurement specialist
34%
#20 / 623
View rankingProcurement 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 |
|---|---|---|---|
Purchase the highest quality merchandise at the lowest possible price and in correct amounts.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 28% | +3.9 |
Monitor and follow applicable laws and regulations.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 28% | +3.6 |
Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 28% | +3.4 |
Maintain and review computerized or manual records of purchased items, costs, deliveries, product performance, and inventories.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 55% | +5.5 |
Analyze price proposals, financial reports, and other data and information to determine reasonable prices.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 55% | +5 |
Arrange the payment of duty and freight charges.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Write and review product specifications, maintaining a working technical knowledge of the goods or services to be purchased.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Research and evaluate suppliers, based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.EstimateNo public source provides a precise figure. This is our estimate. | 4% | 48% | +1.9 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 25% | 28% | +7 |
| Total | 100% | 34% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- types of coffee beans
- coffee grinding levels
- food and beverage industry
- coffee characteristics
- examine green coffee beans
- apply HACCP
- conduct extensive international travel
- analyse consumer buying trends
- negotiate price
- evaluate coffee characteristics
Sources for this job· O*NET 13-1023.00· ESCO/ISCO 3323