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?
Systems administrator
27%
#127 / 623
View rankingSystems administrator
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 |
|---|---|---|---|
Automate accounts, backups and patches.EstimateNo public source provides a precise figure. This is our estimate. | 20% | 45% | +9 |
Document, inventory and alerts.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 40% | +7.2 |
Incidents, outages and on-call.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
Install, cable and touch hardware.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 15% | +2.4 |
Permissions, security and difficult users.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 18% | +2.5 |
Decide what patches and what waits.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 16% | +2.2 |
| Total | 100% | 26% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Automate accounts, backups and patches
- Document, inventory and alerts
- Incidents, outages and on-call
- Install, cable and touch hardware
- Permissions, security and difficult users
- Decide what patches and what waits
- sysadmin
- administrador de sistemas
- sistemas linux
Sources for this job· O*NET 15-1244.00· ESCO/ISCO 2522