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What can personal financial advisors switch to? AI or robots touch about 3h 4m of a typical 8-hour shift for personal financial advisors, nearly all of it on tasks AI or robots have done on their own somewhere. The jobs below use many of the same skills, and less of their day is touched today. The closest fit is fundraisers: 40m touched, with median pay 31% lower.
Matches come from O*NET's ratings of the skills, knowledge and work activities each job uses. "To build up" lists the skills each option rates as clearly more important than personal financial advisors do today. "Touched" is time on tasks with documented AI use or robots working in real workplaces. Treat these as starting points: pay, openings and requirements differ by state.
Same training or less
- FundraisersClose skills · 40m touched (vs 3h 4m) · $73k · +5.5% by 2035 · bachelor's degreeShared skills: Management of Financial Resources, Persuasion, WritingTo build up: Negotiation, Coordination, Persuasion
- Loan OfficersRelated skills · 1h 43m touched (vs 3h 4m) · $77k · +1.1% by 2035 · bachelor's degreeShared skills: Mathematics, Speaking, Active ListeningNo big skill gaps
- Treasurers and ControllersRelated skills · 2h 11m touched (vs 3h 4m) · $167k · +9.7% by 2035 · bachelor's degreeShared skills: Management of Financial Resources, Mathematics, Systems EvaluationTo build up: Management of Financial Resources, Management of Personnel Resources, Monitoring
- ActuariesRelated skills · 41m touched (vs 3h 4m) · $130k · +9.2% by 2035 · bachelor's degreeShared skills: Mathematics, Management of Financial Resources, Systems EvaluationTo build up: Mathematics, Judgment and Decision Making, Systems Evaluation
- Credit CounselorsRelated skills · 2h 5m touched (vs 3h 4m) · $52k · +3.3% by 2035 · bachelor's degreeShared skills: Service Orientation, Persuasion, MathematicsNo big skill gaps
Before you switch
See the full time card for personal financial advisors first: many tasks there still need a person, and learning AI tools for the rest can be its own way forward. For pay where you live, open any job above and pick your state.
