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?
Sailor
17%
#582 / 623
View rankingSailor
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 |
|---|---|---|---|
Log, checklists and paper watches.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Charts, weather and passage planning.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 25% | +3.5 |
Deck, lines, cargo and upkeep.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 10% | +2.2 |
Watch, helm and lookout.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Emergencies, abandon ship and fire.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Life aboard, ports and fatigue.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 14% | +2.2 |
| Total | 100% | 17% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Log, checklists and paper watches
- Charts, weather and passage planning
- Deck, lines, cargo and upkeep
- Watch, helm and lookout
- Emergencies, abandon ship and fire
- Life aboard, ports and fatigue
- marinero
- sailor
- gente de mar
Sources for this job· O*NET 53-5011.00· ESCO/ISCO 8350