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AI exposure

Financial advisor: will AI take this job?

50%Changing fast
Robo-advisors don’t panic in a crash. Your clients do — and they call you.

Why

Portfolio math is automated; behavioural coaching and life planning are not.

Where to look next

  1. Financial coach for families
  2. Retirement and estate planning
  3. Advisor for business owners

What AI already does

  • Portfolio allocation
  • Reports

What stays human

  • Keeping clients calm
  • Life planning

Skills worth learning — Finance & law

  • Advisory and client relationships
  • Data and AI literacy
  • Regulation of AI and new tech

Similar jobs

Lawyer50%Economist55%Consultant60%Tax advisor60%Notary40%Auditor65%
Check another job Play today’s challenge

For fun, not a forecast. Scores are our rough estimates of how much of a job’s tasks AI can already help with, based on the ILO (2025) and Microsoft Research (2025) studies. Exposure usually means the job changes, not that it disappears — the ILO puts about 1 in 4 jobs worldwide in exposed occupations, but only 3.3% in the highest category.