Financial and Investment Analysts vs Personal Financial Advisors

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Financial and investment analysts or personal financial advisors: which will AI change more? AI and robots touch more of the day for financial and investment analysts: 5h 2m of an 8-hour shift, against 3h 4m for personal financial advisors. Median pay is about the same: $102,740 and $105,070.

Financial and Investment Analysts

5h 2mof an 8-hour shift touched by AI or robots

2h 58mDone by people
0mPeople do it with AI's help
5h 2mAI mostly does it alone
0mRobots have done it somewhere

Median pay: $102,740
U.S. workers: 362,000
Outlook to 2035: +7.2%
Openings a year: 25,000
Typical preparation: Bachelor's degree

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Personal Financial Advisors

3h 4mof an 8-hour shift touched by AI or robotsLess AI time

4h 56mDone by people
0mPeople do it with AI's help
3h 4mAI mostly does it alone
0mRobots have done it somewhere

Median pay: $105,070
U.S. workers: 267,000
Outlook to 2035: +1.4%
Openings a year: 17,000
Typical preparation: Bachelor's degree

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Financial and Investment Analysts

Where AI or robots show up most

Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. 59m
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. 38m
Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews. 32m

Biggest tasks still done by people

Perform securities valuation or pricing. 32m
Develop and maintain client relationships. 22m
Monitor developments in the fields of industrial technology, business, finance, and economic theory. 22m

Personal Financial Advisors

Where AI or robots show up most

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. 45m
Manage client portfolios, keeping client plans up-to-date. 39m
Answer clients' questions about the purposes and details of financial plans and strategies. 34m

Biggest tasks still done by people

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. 45m
Recruit and maintain client bases. 39m
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. 34m

Swap in a different job Highlighted numbers are the higher of the two. Hours are estimates from each job's time card.