Personal Financial Advisors: how much of the work does AI already do?
35% · High
Among personal financial advisors, AI is already used for a large share of the tasks.
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet.
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What this means for your search
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- Median pay
- $105,070
What the job involves
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- 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.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
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Pays about $20,000 more (median $125,470).
Skills these jobs lean on more
- Microsoft Visio
Compare with a related job
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Has your employer filed layoff notices?
A separate question from AI exposure. This checks public layoff filings for the company you work for.
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Questions
- Will AI replace personal financial advisors?
- This data cannot say. It measures how much of the work AI is already used for today: 35% of the tasks, which is high. It is not a forecast of job loss.
- How is the number worked out?
- Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index, March 2026.
- What do personal financial advisors earn?
- The national median is $105,070 a year (Bureau of Labor Statistics).
Exposure: Anthropic Economic Index, March 2026. Pay and growth: Bureau of Labor Statistics. Tasks and skills: O*NET. All jobs.