Personal Financial Advisors, task by task.
The work this job is made of, grouped and scored on how much of its output software can produce today, then linked to what addresses it. What is left over is the job. The full activity list is underneath.
Also filed here55
- strategist
- asset analyst
- asset manager
- money manager
- client advisor
- debt counselor
- estate planner
- estate trustee
- wealth advisor
- wealth manager
- account manager
- financial agent
- pension advisor
- personal banker
- and 41 more
- SOC code
- 13-2052.00
- Activities scored
- 6
- In O*NET
- 15 activities
- Activities an agent can take on
- 5
- Grounded in
- O*NET 30.3
The tasks · Personal Financial AdvisorsSOC 13-2052.00
Financial analysis and strategy developmentWhat can do this →
88% agentMostly automatable
Financial reporting and documentationWhat can do this →
85% agentMostly automatable
Market research and investment analysisWhat can do this →
82% agentMostly automatable
Client correspondence and educationWhat can do this →
64% agentPartly automatable
Financial planning recommendationsWhat can do this →
64% agentPartly automatable
High-stakes client relationship managementWhat can do this →
25% you keepBarely automatable
The team5 agents 5 need no setup
Financial Analysis Agent
Microsoft Excel · NaviPlan · Asset allocation software
No integration needed
Financial Reporting Agent
Microsoft Excel · Microsoft Word · Microsoft PowerPoint
No integration needed
Market Research Agent
Web · Search · Microsoft Excel
No integration needed
Client Communication Agent
Microsoft Outlook · Email · Docs
No integration needed
Planning Recommendations Agent
Finance Logix Retirement Planner · Estate planning software · Microsoft Word
No integration needed
You keep this
Final approval of financial plans and investment recommendationsFiduciary responsibility and regulatory compliance accountabilityHigh-stakes client trust relationships and sensitive financial discussionsLegal liability for financial advice and implementation decisions
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
The full activity list
All 15 detailed work activities O*NET records for Personal Financial Advisors, grouped by how much of each one software can take on. Every row has its own page.
Mostly automatable 6
| Activity | Jobs |
|---|---|
| Prepare financial documents, reports, or budgets | 37 |
| Analyze market conditions or trends | 12 |
| Assess financial status of clients | 8 |
| Interview clients to gather financial information | 4 |
| Compute debt repayment schedules | 3 |
| Disburse funds from clients accounts to creditors | 3 |
Partly automatable 6
| Activity | Jobs |
|---|---|
| Correspond with customers to answer questions or resolve complaints | 15 |
| Advise others on financial matters | 10 |
| Confer with others about financial matters | 9 |
| Interpret financial information for others | 6 |
| Recommend investments to clients | 5 |
| Educate clients on financial planning topics | 4 |
Barely automatable 3
| Activity | Jobs |
|---|---|
| Develop business relationships | 8 |
| Implement financial decisions | 5 |
| Identify strategic business investment opportunities | 5 |