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?
Social worker
29%
#74 / 623
View rankingSocial worker
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 |
|---|---|---|---|
Maintain case history records and prepare reports.EstimateNo public source provides a precise figure. This is our estimate. | 15% | 55% | +8.3 |
Counsel students whose behavior, school progress, or mental or physical impairment indicate a need for assistance, diagnosing students' problems and arranging for needed services.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 22% | +2.2 |
Counsel individuals, groups, families, or communities regarding issues including mental health, poverty, unemployment, substance abuse, physical abuse, rehabilitation, social adjustment, child care, or medical care.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 22% | +2 |
Consult with parents, teachers, and other school personnel to determine causes of problems, such as truancy and misbehavior, and to implement solutions.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 22% | +2 |
Serve as liaisons between students, homes, schools, family services, child guidance clinics, courts, protective services, doctors, and other contacts to help children who face problems, such as disabilities, abuse, or poverty.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 22% | +2 |
Develop and review service plans in consultation with clients and perform follow-ups assessing the quantity and quality of services provided.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Counsel parents with child rearing problems, interviewing the child and family to determine whether further action is required.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 22% | +1.8 |
Interview clients individually, in families, or in groups, assessing their situations, capabilities, and problems to determine what services are required to meet their needs.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 22% | +1.8 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 24% | 28% | +6.7 |
| Total | 100% | 29% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- social work theory
- legal requirements in the social sector
- social sciences
- adolescent psychological development
- social justice
- company policies
- apply anti-oppressive practices
- provide social counselling
- work within communities
- assess the development of youth
Sources for this job· O*NET 21-1021.00· ESCO/ISCO 2635