Task-by-Task Analysis
Here's how AI might impact each core task of a financial advisor:
Analyze finances70% automatable
Recommend investments60% automatable
Build client relationships25% automatable
Create financial plans55% automatable
Risk Trend (90 Days)
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AI Tools Threatening This Role
Robo-advisors
AI financial planning
Automated rebalancing
What AI Cannot Replace
Complex planning
High-net-worth clients
Behavioral coaching
Estate planning
How to Future-Proof Your Career
CFP certification
Estate planning
Tax planning
Wealth management
Key Skills for This Role
Financial PlanningClient ServiceSales
Data sources: U.S. Bureau of Labor Statistics (BLS), O*NET OnLine, industry research reports. Risk scores are updated daily using our proprietary algorithm. Last updated: February 2026.
Analysis by AI Crisis Research Team.