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?
Waiter
28%
#86 / 623
View rankingWaiter
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 |
|---|---|---|---|
Collect payments from customers.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Check with customers to ensure that they are enjoying their meals, and take action to correct any problems.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Remove dishes and glasses from tables or counters, and take them to kitchen for cleaning.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Prepare checks that itemize and total meal costs and sales taxes.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Clean tables or counters after patrons have finished dining.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Take orders from patrons for food or beverages.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Write patrons' food orders on order slips, memorize orders, or enter orders into computers for transmittal to kitchen staff.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Inform customers of daily specials.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 58% | 28% | +16.2 |
| Total | 100% | 28% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- wine characteristics
- sparkling wines
- select glassware for serving
- comply with food safety and hygiene
- order supplies
- organise wine cellar
- upsell products
- check wine quality
- serve wines
- assist customers
Sources for this job· O*NET 35-3031.00· ESCO/ISCO 5131