IS WORK OVER?

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

Financial 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.

TaskShareAIPoints
Profile risk, goals and loss capacity.
Estimate

No public source provides a precise figure. This is our estimate.

18%48%+8.6
Propose portfolios, funds and scenarios.
Estimate

No public source provides a precise figure. This is our estimate.

16%52%+8.3
Client meeting, objections and the yes or no.
Estimate

No public source provides a precise figure. This is our estimate.

18%18%+3.2
Periodic reports, rebalancing and basic tax.
Estimate

No public source provides a precise figure. This is our estimate.

16%28%+4.5
MiFID rules, suitability and trace of the advice.
Estimate

No public source provides a precise figure. This is our estimate.

16%22%+3.5
Sign-off, follow-up and liability for the advice.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Total100%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

Truck driver

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.

TaskShareAIPoints
Maintain logs of working hours or of vehicle service or repair status, following applicable state and federal regulations.
Estimate

No public source provides a precise figure. This is our estimate.

6%12%+0.7
Operate equipment, such as truck cab computers, CB radios, phones, or global positioning systems (GPS) equipment to exchange necessary information with bases, supervisors, or other drivers.
Estimate

No public source provides a precise figure. This is our estimate.

5%22%+1.1
Check vehicles to ensure that mechanical, safety, and emergency equipment is in good working order.
Estimate

No public source provides a precise figure. This is our estimate.

5%28%+1.4
Follow appropriate safety procedures for transporting dangerous goods.
Estimate

No public source provides a precise figure. This is our estimate.

5%28%+1.4
Drive trucks with capacities greater than 13 tons, including tractor-trailer combinations, to transport and deliver products, livestock, or other materials.
Estimate

No public source provides a precise figure. This is our estimate.

5%28%+1.4
Maneuver trucks into loading or unloading positions, following signals from loading crew and checking that vehicle and loading equipment are properly positioned.
Estimate

No public source provides a precise figure. This is our estimate.

5%28%+1.4
Inspect loads to ensure that cargo is secure.
Estimate

No public source provides a precise figure. This is our estimate.

5%28%+1.4
Read bills of lading to determine assignment details.
Estimate

No public source provides a precise figure. This is our estimate.

4%28%+1.1
Other less frequent tasks (weight estimated from frequency).
Estimate

No public source provides a precise figure. This is our estimate.

60%28%+16.8
Total100%27%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low

Skills and activities

  • drive
  • route
  • load goods
  • types of cargo
  • road traffic laws
  • road transport legislation
  • mechanical components of vehicles
  • vehicle cargo capacity
  • control the performance of the vehicle
  • read maps

Sources for this job· O*NET 53-3032.00· ESCO/ISCO 8332

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