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?
SEO specialist
39%
#9 / 623
View rankingSEO 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 |
|---|---|---|---|
Devise and evaluate methods and procedures for collecting data, such as surveys, opinion polls, or questionnaires, or arrange to obtain existing data.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 28% | +5 |
Conduct research on consumer opinions and marketing strategies, collaborating with marketing professionals, statisticians, pollsters, and other professionals.EstimateNo public source provides a precise figure. This is our estimate. | 17% | 48% | +8.2 |
Collect and analyze data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 48% | +5.3 |
Monitor industry statistics and follow trends in trade literature.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
| Prepare reports of findings, illustrating data graphically and translating complex findings into written text. | 10% | 72% | +7.2 |
Measure and assess customer and employee satisfaction.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Measure the effectiveness of marketing, advertising, and communications programs and strategies.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Gather data on competitors and analyze their prices, sales, and method of marketing and distribution.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 48% | +2.9 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 14% | 28% | +3.9 |
| Total | 100% | 39% |
Modelled workweek: 100% · Public evidence: 10% · Estimate: 90% · Confidence: Low
Skills and activities
- online ads campaign techniques
- web strategy assessment
- content marketing strategy
- e-commerce systems
- company policies
- perform online data analysis
- implement marketing strategies
- creatively use digital technologies
- manage budgets
- execute email marketing
Sources for this job· O*NET 13-1161.00· ESCO/ISCO 2431