AI JOB RISK SCANNER
O*NET-SOC 13-2052.00 / model V11 rated-task engine

Will AI replace
Personal Financial Advisors?

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.

Estimated AI task exposure
67%

High exposure

V11 weights occupation tasks using O*NET Importance, Relevance and Frequency ratings instead of treating every task equally.

21 tasks have usable Task Rating records; weighted-task coverage is 100%.

Digital/info work

62/100

Physical moat

10/100

Human moat

29/100

Rating coverage

100%

21 task statements / 21 rated

Highest-weighted occupation tasks

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Importance 90/100Relevance 100/100Frequency 44/100Weight 0.82
Answer clients' questions about the purposes and details of financial plans and strategies.
Importance 88/100Relevance 100/100Frequency 37/100Weight 0.80
Manage client portfolios, keeping client plans up-to-date.
Importance 86/100Relevance 96/100Frequency 47/100Weight 0.80
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Importance 91/100Relevance 100/100Frequency 32/100Weight 0.80
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Importance 86/100Relevance 100/100Frequency 40/100Weight 0.80
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
Importance 86/100Relevance 100/100Frequency 37/100Weight 0.79
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Importance 80/100Relevance 100/100Frequency 41/100Weight 0.78
Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
Importance 76/100Relevance 100/100Frequency 41/100Weight 0.76
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
Importance 80/100Relevance 92/100Frequency 42/100Weight 0.75
Contact clients periodically to determine any changes in their financial status.
Importance 78/100Relevance 96/100Frequency 31/100Weight 0.73

Task weighting

Each rated task receives a composite weight: 38% relevance, 37% importance and 25% frequency. Core tasks receive a small additional multiplier. Low-precision rows flagged by O*NET for suppression are excluded.

Occupation scoring

When rating coverage is strong, rated tasks contribute 60% of the digital, physical and human task signals and Work Activities contribute 40%. Lower-coverage occupations automatically rely more on Work Activities.

U.S. labor market

BLS Wage & Employment Outlook

Median annual wage

$105,070

BLS OEWS May 2025

National employment

266,800

BLS OEWS May 2025

Projected growth

+1.4%

BLS Employment Projections 2025–2035

Average annual openings

17

BLS Employment Projections 2025–2035

BLS labor-market figures are separate from the site's AI-exposure model. Missing values mean a compatible detailed BLS occupation estimate was not published or could not be mapped.

Career pivot radar

Safer Career Alternatives

These options are selected from the same 923-occupation model. They favor a similar task/work profile with meaningfully lower estimated AI exposure. They are suggestions for exploration, not guarantees of job fit.

Personalized career defense protocol

AI-Proofing Plan

AUTOMATE

  • routine information gathering
  • first-pass document drafting
  • standard reporting and summarization
  • repeatable administrative workflows

AUGMENT

  • research and analysis
  • quality checking AI-generated work
  • decision preparation
  • scenario generation

PROTECT

  • domain expertise
  • exception handling
  • accountability for outcomes

LEARN

  • AI-assisted research
  • workflow automation
  • data literacy
  • prompt and workflow design
  • AI output verification

AI-PROOFING RESOURCES

What this score does not mean

The percentage is a comparative task-exposure index. It is not the probability that this occupation disappears, that a worker is laid off, or that AI can perform the entire job.

New in V11

Find a Safer Career Path

High exposure does not mean starting over. V11 compares your occupation with the other 922 O*NET occupations and surfaces lower-exposure options with similar work profiles.

EXPLORE CAREER ALTERNATIVES
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