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 / 663
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?
Sports physiotherapist
22%
#345 / 663
View rankingSports physiotherapist
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 |
|---|---|---|---|
Injury, the test and the note.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Pitch, the move and the one who lies about pain.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Gym, the load and not rushing.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Sunday, the coach and not yielding.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
The press, the rumour and not leaking.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
If they play Sunday, sign it. And not burning them.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 22% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- return to play
- injury notes
- gym load
- sport-specific move
- Sunday clearance
- the coach
- not yield
- not leak
Sources for this job· O*NET 29-1123.00· ESCO/ISCO 2264