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?
Yacht skipper
19%
#520 / 623
View rankingYacht skipper
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 |
|---|---|---|---|
Course, weather and the day’s plan.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 32% | +5.1 |
Helm, the sea and the manoeuvre.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 8% | +1.8 |
Crew, the sick one and the novice.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Breakdown, sail or engine and the call.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
The charter, the client and not pushing it.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 18% | +2.9 |
Whole into harbour, and not trusting the plotter.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 12% | +1.7 |
| Total | 100% | 19% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- leisure course
- helm
- weather
- harbour manoeuvre
- novices
- yacht charter
- breakdowns
- plotter
Sources for this job· O*NET 53-5021.00· ESCO/ISCO 3152