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Professionals · code 2412

Financial and investment advisers

Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf. Tasks include - (a) building and maintaining a client base; (b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies; (c) setting financial objectives, and developing and implementing strategies for achieving them; (d) arranging to buy and sell stocks and bonds for clients; (e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets; (f) recommending and arranging insurance cover for clients. Examples of the occupations classified here: - Estate planner - Financial planner - Investment adviser

Most of the tasks are affected. It ranks 409 of 427 for holding up against AI.

Also known as

  • economic policy officer
  • financial planner
  • personal trust officer
  • investment adviser
  • public funding advisor
  • business valuer
  • risk manager
  • investment fund manager
  • corporate banking manager
  • venture capitalist
  • programme funding manager

Job titles from the EU's ESCO list. Search for any of them on the jobs page and you'll end up here.

42.5
Holds up
against AI Exposed: Gradient 3

AI could take on 57.5 of 100, on average
so it holds up at 100 − 57.5 = 42.5

That's the whole sum, and you can check it against the ILO's study.

1.8
How hands-on
out of 100

From O*NET, matched to one US job

2.1
How fiddly
and cramped

finger skill 5.4 · hand skill 0 · cramped spaces 1 · averaged

Kind of hands-on work · hands-on under 50 Less than half hands-on

Less than half of this job is hands-on. Robots still matter, but for a smaller part of the work, so we don't sort it any further.

estimated O*NET 31.0 BLS occupational crosswalk chain ISCO-08 to 2010 SOC (Aug 2012, rev. Jun 2015); 2010 to 2018 SOC (Nov 2017); O*NET-SOC 2019 taxonomy data 0.7-work-setting measures chosen by Frey & Osborne (2017) · the grouping is a sorting, not a measurement

What this number leaves out This job rates 1.8 out of 100 for how hands-on it is. The score above only looks at AI tools, not robots, but for work this far from the physical that matters less.

The tasks behind the score

The score is the average of these. A job is really a bundle of tasks, and an average can hide how uneven that bundle is.

The task AI could do most of scores 66.3, while the average is 57.5. A big gap means some of this job is wide open to AI and some of it barely at all. That's quite different from a job where everything sits somewhere in the middle, even when the averages match.

  1. 66.3

    Arranging to buy and sell stocks and bonds for clients

    Medium
  2. 65

    Recommending and arranging insurance cover for clients.

    Medium
  3. 63.5

    Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies

    Medium
  4. 62.3

    Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets

    Medium
  5. 49.3

    Setting financial objectives, and developing and implementing strategies for achieving the financial objectives

    Low
  6. 38.5

    Building and maintaining a client base

    Low

6 tasks · the High to Very Low labels are the ILO's

from the source Working Paper 140, Generative AI and Jobs 2025 index data 0.7-work-setting

Helped, or replaced?

The score above can't tell a tool that makes you faster from one that does the task instead of you. Jobs and Skills Australia looked at those two things separately, and this is their result, matched to this job.

One Australian job matches, but only partly: not everyone in it does this job. Treat the numbers as a rough guide.

AI helps you
74
AI does it for you
48

Helping wins by 26 points.

estimated Our Gen AI Transition (Gen AI Capacity Study) September 2025 detailed data release data 0.7-work-setting matched to Australian jobs 2223

Compared with similar jobs

There are 92 jobs in the “Professionals” group, averaging 61.5. This one is below that.