Finance & Legal · SOC 13-2052
Guides clients on investments and financial planning.
A large share of tasks is exposed; the role will change a lot.
Timeline: 3–6 years — robo-advisors handle basics; trust and planning stay human.
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Industry pages show which sectors this occupation feeds and the AI companies driving the shift.
AI job-risk card
Financial Advisor is at risk on AIFear. A large share of tasks is exposed; the role will change a lot.
AIFear.com
Our AI Fear Score for Financial Advisor is 60/100 (At risk). A large share of tasks is exposed; the role will change a lot.
60 out of 100. It blends a Frey & Osborne automation probability of 58% with an estimated LLM task-exposure of 62%.
Most exposed: Portfolio rebalancing, Routine planning, Reporting. Harder to automate: Behavioral coaching, Complex life/estate planning.
Lean into Behavioral finance, Estate/tax planning, Client trust. Consider roles such as Wealth manager or Estate planner.
AI Fear Score blends Frey & Osborne (2013) automation probability with an LLM task-exposure estimate (after Eloundou et al., 2023). Pay/employment are approximate BLS figures. This is an estimate, not a prediction about any individual's job. Compare all occupations.