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?
Tour guide
28%
#101 / 623
View rankingTour guide
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 |
|---|---|---|---|
Monitor visitors' activities to ensure compliance with establishment or tour regulations and safety practices.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 28% | +3.6 |
Describe tour points of interest to group members, and respond to questions.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 28% | +3.4 |
Provide directions and other pertinent information to visitors.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Escort individuals or groups on cruises, sightseeing tours, or through places of interest, such as industrial establishments, public buildings, or art galleries.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Greet and register visitors, and issue any required identification badges or safety devices.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Assemble and check the required supplies and equipment prior to departure.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Provide for physical safety of groups, performing such activities as providing first aid or directing emergency evacuations.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Solicit tour patronage and sell souvenirs.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 17% | 28% | +4.8 |
| Total | 100% | 28% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- sightseeing information
- local geography
- create solutions to problems
- monitor visitor tours
- provide visitor information
- select visitor routes
- collect visitor fees
- speak different languages
- use different communication channels
- maintain customer service
Sources for this job· O*NET 39-7011.00· ESCO/ISCO 5113