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 / 713
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?
Social security officer
27%
#210 / 713
View rankingSocial security officer
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 |
|---|---|---|---|
File, contributions and the right.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 48% | +8.6 |
Incapacity, the opinion and the one who cannot.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Benefit, the deadline and not leaving them unpaid.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Fraud, the visit and not hunting the poor.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
The doctor, the discharge and not fighting for sport.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
That the right one is paid, and not the one who should not.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 27% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- pensions
- contributions
- incapacity
- benefits
- opinions
- fraud
- social-security deadlines
- medical discharges
Sources for this job· O*NET 13-1141.00· ESCO/ISCO 3353