As of June 2026, Personal Financial Advisors has an AI-exposure score of 68/100 (High 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.
Personal Financial Advisors
More exposed than 87% of the roles we track. Median pay ~US$105,070. About 24,100 projected openings a year (BLS 2024–34 — growth plus replacement).
Pay & demand figures are US medians (BLS, in USD) — your local figures will differ. Your exposure score applies broadly.
How you compare to similar Business & 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.
- 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.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Contact clients periodically to determine any changes in their financial status.
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Monitor financial market trends to ensure that client plans are responsive.
- 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.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Manage client portfolios, keeping client plans up-to-date.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
No durable tasks identified for this role — its real, individually-assessed tasks consistently read as automatable (75%).
Safer adjacent roles
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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.
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AI was the most-cited reason for U.S. layoffs through mid-2026 — the workers who adapt earliest fare best. — Challenger, Gray & Christmas, 2026The upside: Workers with AI skills earn a roughly 62% wage premium — adapting pays. — PwC Global AI Jobs Barometer, 2026
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Personal Financial Advisors — median pay by US state (BLS OEWS, USD)
Median annual wage, in USD. US national: US$105,070. More states are being added.