Personal Financial Advisors
Business and FinancialAI Impact Assessment
This job may see some changes due to AI, but human skills remain important.
Personal Financial Advisors with an AI automation risk score of 51%. Analysis includes 21 core tasks.
Safer Career Paths
Credit Counselors
39% AI Risk
Higher ambiguity and stakeholder alignment.
Investment Fund Managers
49% AI Risk
Higher ambiguity and stakeholder alignment.
Loan Officers
16% AI Risk
Human-centered work and decision ownership.
Key Tasks
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Contact clients periodically to determine any changes in their financial status.
Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
Monitor financial market trends to ensure that client plans are responsive.
Investigate available investment opportunities to determine compatibility with client financial plans.
Answer clients' questions about the purposes and details of financial plans and strategies.
Recruit and maintain client bases.
Interview clients to determine their current income
Upskilling Courses
Data Sources
Analysis based on O*NET data