HUMANPLACE

Occupation

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.

97 AI exposure
14 Human advantage
60 Market demand
60 AI leverage

Is Personal Financial Advisors a safe career from AI?

Personal Financial Advisors scores 97 out of 100 for AI exposure, which is high. A large share of this work is the kind current AI systems are measurably good at. That is not a prediction the job disappears, and the research does not support one. It means more of this role is likely to change than most.

Its human advantage score is 14, which is low. Most of this role can be done through a screen, and that is the half of the labor market AI has reached first. Market demand scores 60 out of 100, combining how many of these jobs exist with where that number is heading. The Bureau of Labor Statistics projects employment roughly flat over ten years.

What Personal Financial Advisors pay

The median wage is $102,140 a year. The lower quarter earns under $70,620 and the upper quarter over $172,540. About 270,480 people do this work in the United States.

Where Personal Financial Advisors can go next

Occupations that share most of what this job already requires, ranked by how much carries over.

Chief Sustainability Officers 86% of the skills carry over $206k median
Investment Fund Managers 87% of the skills carry over $162k median
Chief Executives 84% of the skills carry over $206k median
Financial Managers 84% of the skills carry over $162k median

Thinking about moving out of Personal Financial Advisors?

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Where this comes from

Work content and transitions from O*NET, the US Department of Labor's occupational database. Wages and employment projections from the Bureau of Labor Statistics. AI exposure from published research measuring which occupations current AI capabilities overlap with. None of it is a forecast, and none of these numbers are ours: they are public data, put next to each other.

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