As of June 2026, Financial Advisor has an AI-exposure score of 53/100 (Elevated exposure) on the AI-Safe Careers index, blending O*NET tasks, the Anthropic Economic Index, the Penn/OpenAI study, and BLS data. This is an estimate of task exposure, not a prediction of job loss.
Financial Advisor
More exposed than 39% of the roles we track. Median pay ~US$95,000.
Pay & demand figures are US medians (BLS, in USD) — your local figures will differ. Your exposure score applies broadly.
How you compare to similar Finance roles
Your tasks, by AI exposure
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Build financial plans
- Analyze portfolios
- 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.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Recruit and maintain client bases.
- Monitor financial market trends to ensure that client plans are responsive.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Contact clients periodically to determine any changes in their financial status.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Manage client portfolios, keeping client plans up-to-date.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Advise clients on goals
- Build long-term trust
Safer adjacent roles
Your AI-Safe Career Report
Every task scored with what to do about it · 5–10 safer roles with salary, demand & reachability · skill-gap map · a 30/60/90-day roadmap · plus a résumé & LinkedIn rewrite · PDF.
Grounded in O*NET + the Anthropic Economic Index + BLS — personalized to your role.
Workers with AI skills earn a roughly 62% wage premium — adapting pays. — PwC Global AI Jobs Barometer, 2026
Instant delivery — your personalized report is ready about a minute after checkout.