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?
Salesperson
28%
#88 / 623
View rankingSalesperson
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 |
|---|---|---|---|
Check stock levels and reorder merchandise as necessary.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Recommend products to customers, based on customers' needs and interests.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Answer customers' questions about products, prices, availability, product uses, and credit terms.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Plan, assemble, and stock product displays in retail stores, or make recommendations to retailers regarding product displays, promotional programs, and advertising.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Estimate or quote prices, credit or contract terms, warranties, and delivery dates.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Provide customers with product samples and catalogs.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Monitor market conditions, product innovations, and competitors' products, prices, and sales.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Prepare sales contracts and order forms.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 41% | 28% | +11.5 |
| Total | 100% | 28% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- characteristics of products
- agricultural equipment
- sales promotion techniques
- product comprehension
- guarantee customer satisfaction
- communicate with customers
- manage schedule of tasks
- implement marketing strategies
- ensure compliance with legal requirements
- answer requests for quotation
Sources for this job· O*NET 41-4012.00· ESCO/ISCO 2433