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?
Senior developer
37%
#13 / 623
View rankingSenior developer
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 |
|---|---|---|---|
Modify existing software to correct errors, adapt it to new hardware, or upgrade interfaces and improve performance.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Design, develop and modify software systems, using scientific analysis and mathematical models to predict and measure outcomes and consequences of design.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 48% | +4.8 |
Store, retrieve, and manipulate data for analysis of system capabilities and requirements.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 48% | +4.8 |
Confer with systems analysts, engineers, programmers and others to design systems and to obtain information on project limitations and capabilities, performance requirements and interfaces.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 48% | +4.3 |
Supervise the work of programmers, technologists and technicians and other engineering and scientific personnel.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 22% | +1.8 |
Analyze user needs and software requirements to determine feasibility of design within time and cost constraints.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 48% | +3.4 |
Develop or direct software system testing or validation procedures, programming, or documentation.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 55% | +3.9 |
Consult with customers or other departments on project status, proposals, or technical issues, such as software system design or maintenance.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 33% | 28% | +9.2 |
| Total | 100% | 37% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- write code
- programming
- software development
- coding
- debug code
- computer programming
- decentralized application frameworks
- blockchain openness
- software components libraries
- ICT debugging tools
Sources for this job· O*NET 15-1252.00· ESCO/ISCO 2512