Distribution across 37 profiles.
Middle half of Financial Advisors score between 28% and 33%.
0%
50%
100%
p10 · 25%
36% · p90
Task breakdown by work type
On-screen work43%
Done entirely on a computer. High AI exposure — these tasks are already in the automation zone.
In-person + screen17%
Physical sensing, digital output — e.g. interviewing someone then writing a report. Partially protected.
Computer + action10%
Computer input, real-world output — needs someone to act on it, not just software.
Fully in-person30%
No computer required. Furthest from automation — the strongest human advantage.
Typical tasks
3 synthetic profiles for a Financial Advisor, ordered by automation exposure.
Tab between them to see how task mix drives the score difference.
TaskTimeTypeExposure
Meeting with clients to discuss financial goals, risk tolerance, and investment preferences in person or via video call
deep expertisesocial core
30%AA
3%
Researching and recommending specific investment products (stocks, bonds, mutual funds, ETFs, insurance policies) based on client needs and market conditions
deep expertisesocial element
20%DD
33%
Preparing and presenting financial reports, investment performance summaries, and tax planning strategies to clients
18%DA
19%
Analyzing clients' financial situations (income, expenses, assets, liabilities) using financial planning software to create personalized financial plans
13%DD
51%
Staying updated on financial regulations, tax laws, and market trends through continuous education and professional development
deep expertise
8%AD
21%
Networking and prospecting for new clients through seminars, referrals, and marketing activities
deep expertisesocial core
6%AA
7%
Handling administrative tasks such as scheduling meetings, updating client records, and ensuring compliance with regulatory requirements
1%AD
29%
Monitoring and rebalancing client portfolios to ensure alignment with their financial goals and risk tolerance, including executing trades when necessary
0%DD
64%
TaskTimeTypeExposure
Analyzing clients' financial situations (income, expenses, assets, liabilities) using financial planning software to create personalized financial plans
25%DD
66%
Networking and prospecting for new clients through seminars, referrals, and marketing activities
deep expertisesocial core
19%AA
0%
Researching and recommending specific investment products (stocks, bonds, mutual funds, ETFs, insurance policies) based on client needs and market conditions
deep expertisesocial element
18%DD
30%
Meeting with clients to discuss financial goals, risk tolerance, and investment preferences in person or via video call
deep expertisesocial core
18%AA
0%
Preparing and presenting financial reports, investment performance summaries, and tax planning strategies to clients
6%DA
14%
Handling administrative tasks such as scheduling meetings, updating client records, and ensuring compliance with regulatory requirements
5%AD
56%
Staying updated on financial regulations, tax laws, and market trends through continuous education and professional development
deep expertise
3%AD
20%
Monitoring and rebalancing client portfolios to ensure alignment with their financial goals and risk tolerance, including executing trades when necessary
2%DD
62%
TaskTimeTypeExposure
Analyzing clients' financial situations (income, expenses, assets, liabilities) using financial planning software to create personalized financial plans
31%DD
62%
Monitoring and rebalancing client portfolios to ensure alignment with their financial goals and risk tolerance, including executing trades when necessary
17%DD
60%
Meeting with clients to discuss financial goals, risk tolerance, and investment preferences in person or via video call
deep expertisesocial core
13%AA
2%
Researching and recommending specific investment products (stocks, bonds, mutual funds, ETFs, insurance policies) based on client needs and market conditions
deep expertisesocial element
12%DD
22%
Preparing and presenting financial reports, investment performance summaries, and tax planning strategies to clients
12%DA
17%
Networking and prospecting for new clients through seminars, referrals, and marketing activities
deep expertisesocial core
8%AA
0%
Handling administrative tasks such as scheduling meetings, updating client records, and ensuring compliance with regulatory requirements
3%AD
53%
Staying updated on financial regulations, tax laws, and market trends through continuous education and professional development
deep expertise
0%AD
17%
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AI tools for this role
Tools relevant to the most automatable tasks in this profession.
