Jobs · Business and Financial Operations · O*NET-SOC 13-2052.00
Personal Financial Advisors: which tasks is AI doing?
5 of its 21 tasks show measurable AI use, and 42% of that use is automation (AI doing the task) rather than augmentation (AI helping a person do it).
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.
Tasks with observed AI use
5 of 21
Claude conversations mapped to this job's tasks
Automation share of that use
42%
The rest is augmentation; all usage: 49%
US employment
266,800
BLS, May 2025
US median annual wage
$105,070
Wages differ by country
Which of these does AI already do for you?
Tick the tasks AI handles in your version of this job. Whatever stays unticked is what keeps a person needed: the links a chain waits on. The bars show where people already use AI for each task, from real usage data.
How to read this
Observed use is not the same as replacement. A task can see heavy AI use while the job grows, because the remaining tasks, such as judgment, accountability, and dealing with people, become more valuable. That is the weak-link pattern behind the explainer.
Task lists and wages are US data. The tasks are broadly similar in other countries; pay and employment are not. For your own economy, see work and jobs by country.
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Source: This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. How fast is AI? has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications. AI usage: Anthropic Economic Index (CC BY), 2026-05. Employment and wages: US Bureau of Labor Statistics, Occupational Employment and Wage Statistics. · O*NET 31.0 Database · Anthropic Economic Index · BLS OEWS