Occupation score change
IMPACT 30financial advisor exposure increased 3.0 points
AI Exposure Score moved from a previous calculation to 43/100 under methodology v1.0. 0 evidence item(s) contributed.
Personal Financial Advisors
Category: Business & financial · SOC 13-2052.00 · Industry: Financial services
43/100
increased by +3.0 vs last
Low exposure
3 Oct 2026
19 hours ago · sources: BLS OES (approx) · O*NET
0 sources
17 core tasks shown · 4 secondary hidden
Personal Financial Advisors Moderate exposure: only 7 of 17 core tasks show high task automation potential : exposure 43/100 (low exposure).
No model has published evidence mapped to this occupation yet - the score comes from generic task assessment.
Score breakdown
Why this score?
Every component is stored with the score row and can be recomputed from the evidence table.
AI Exposure (composite)43/100
Methodology 2026-09-a · score v1.0 · input hash 5161e479fc12a2ed
AI capability exposure72/100
Strength of current models on the capabilities this job's tasks require.
Task automation potential70/100
Task-level exposure, weighted by task importance. A component of the headline, not the headline itself.
Observed AI adoption0/100
Evidence that AI is actually being used for this work.
Labour-market signal0/100
Observed changes in postings, employment or earnings.
Evidence strength0/100
Quantity and source quality of the evidence behind the score.
0 evidence item(s) contribute. Calculated 19 hours ago. 3 Oct 2026 UTC.
Overview
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Employment
≈330,000
approx. BLS OES
Median wage
≈$99,000
approx. BLS OES
Tasks tracked
21
linked to this occupation
Employment and wage values are approximate reference figures from the BLS Occupational Employment and Wage Statistics programme, stored with an approximation flag. Verify against the O*NET record and BLS before quoting them.
Tasks
Task-level automation exposure
Core tasks only. Exposure describes how much of the task output current AI can produce or substantially assist - not whether the task disappears. Secondary shared-baseline edges are hidden until per-occupation curation is complete.
core task · importance 4.7/5
core task · importance 4.6/5
core task · importance 4.5/5
core task · importance 4.5/5
core task · importance 4.4/5
core task · importance 4.4/5
core task · importance 4.2/5
core task · importance 4.2/5
core task · importance 4.1/5
core task · importance 4/5
core task · importance 4/5
core task · importance 4/5
core task · importance 3.8/5
core task · importance 3.6/5
core task · importance 3.5/5
core task · importance 3.4/5
core task · importance 3.4/5
Evidence
Evidence trail
0 attributed item(s). Confidence reflects study design: randomised and production deployments score higher than platform observations, which score higher than projections.
No occupation-specific evidence has been mapped yet. This occupation is scored from generic task assessment only - a genuinely weaker basis, and the reason its score is marked low-confidence.
Historical trend
Exposure over time
Backcast series: recomputed at quarterly checkpoints using only the models and evidence published by each date.
Reconstruction, not measurement. 5 observed daily snapshot(s) exist for this occupation; the earlier part of the curve is derived by applying the current methodology to the model releases and published evidence available at each past date.
Recent events
Signals affecting this occupation
Related
Related Occupations
Occupations sharing major SOC group (13) with Personal Financial Advisors.
faq
Frequently Asked Questions
Common questions regarding Personal Financial Advisors and AI exposure.
Will AI replace Personal Financial Advisors?
Current AI models show an exposure score of 43/100 for Personal Financial Advisors. This measures technical capability to assist or automate specific tasks rather than predicted immediate job loss. Moderate exposure reflects assistance in routine information-handling while core responsibilities require human judgment.
Which tasks in Personal Financial Advisors have the highest AI exposure?
The most exposed tasks for Personal Financial Advisors include "Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or…" (80% exposure) and "Explain to clients the personal financial advisor's responsibilities and the types of services to be provided." (75% exposure).
What aspects of Personal Financial Advisors can AI not do yet?
Tasks with the lowest AI exposure for Personal Financial Advisors include "Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation." (10% exposure) and "Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, ri…" (20% exposure). These responsibilities typically require physical dexterity, licensed human accountability, or complex interpersonal navigation.
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Notice: All ratings shown are AI-estimated technical exposure scores measuring technical capabilities across O*NET task statements, not predicted job loss. Contains information from O*NET 31.0 by the U.S. Department of Labor, ETA, used under CC BY 4.0.