← All 785 jobsFile 13-2052
Personal Financial Advisors
Also filed here: Financial advisor, Financial adviser, Wealth manager, Financial planner, Relationship manager, Insurance advisor
Being rewritten
AI already performs most of the work in this job. Even so, the BLS expects 1.4% more of these jobs by 2035, slower than the 3.5% average.
Financial work often uses specialised, compliant AI tools that consumer Copilot data does not see, so this file probably understates how much AI touches it.
- Rank
- #33 of 785 jobs, by how much of the work AI does
- US jobs, 2025 to 2035
- +1.4% All jobs: +3.5%
- Median US pay
- $105,070 a year, 2025
- People doing it
- 299,400 in the US, with about 17,100 openings a year
The work, 13 activities
The job description, marked up.
Every activity in this job, the biggest first. Tap a line for the evidence.
- deleAI does this
- +AIAI helps
- stetStill yours
AI does this: Explain financial information18%
AI performed this in about 1 in 220 Copilot conversations and completed it 90% of the time.
AI does this: Advise others on financial matters17%
AI performed this in about 1 in 676 Copilot conversations and completed it 90% of the time.
Still yours: Evaluate condition of financial assets, property, or other resources14%
Barely appears in AI conversations: fewer than 1 in 2,000.
AI does this: Implement procedures or processes12%
AI performed this in about 1 in 377 Copilot conversations and completed it 89% of the time.
Still yours: Interview people to obtain information8%
People try AI for this, but it seldom finishes the work in full.
AI does this: Respond to customer problems or inquiries7%
AI performed this in about 1 in 6 Copilot conversations and completed it 84% of the time.
Still yours: Prepare financial documents, reports, or budgets5%
Barely appears in AI conversations: fewer than 1 in 2,000.
AI helps with this: Identify business or organizational opportunities5%
People asked AI for help with this in about 1 in 1,883 conversations, and it got them there 90% of the time.
AI does this: Analyze market or industry conditions3%
AI performed this in about 1 in 1,486 Copilot conversations and completed it 91% of the time.
Still yours: Coordinate activities with clients, agencies, or organizations3%
Barely appears in AI conversations: fewer than 1 in 2,000.
AI does this: Calculate financial data3%
AI performed this in about 1 in 1,147 Copilot conversations and completed it 72% of the time.
AI helps with this: Develop professional relationships or networks3%
People asked AI for help with this in about 1 in 1,715 conversations, and it got them there 95% of the time.
AI helps with this: Execute financial transactions2%
People asked AI for help with this in about 1 in 1,073 conversations, and it got them there 93% of the time.
2025 to 2035
Ten years from now.
For every 100 of these jobs in 2025, the BLS projects 101 in 2035. Across all US jobs, about 104.
About 17,100 openings a year, from growth and from people who retire or move on.
BLS on AIConsumers relying on digital tools lowers this occupation’s share in some finance industries, and AI-powered robo-advisers have emerged as an alternative to human advisers. Source ↗
Nearby
Where your skills travel.
Jobs that share the most work with this one, where AI does less of it.
- Shares 26% of the workBudget Analysts38% AI does, against 60% here+1.9% by 2035 · $91,640 · Bachelor’s degree
- Shares 26% of the workPurchasing Managers21% AI does, against 60% here+4% by 2035 · $148,080 · Bachelor’s degree
- Shares 25% of the workFinancial and Investment Analysts45% AI does, against 60% here+7.2% by 2035 · $102,740 · Bachelor’s degree
The wire
On the wire.
Nothing filed about this job yet. The latest from the Work front:
How to read this file.
deleAI does this. In US Bing Copilot conversations from January to September 2024, AI itself performed the activity, completed it and made a real difference often enough to count.
+AIAI helps. People brought the activity to AI as their own goal, and it usually got them there.
stetStill yours. It barely shows up in AI use, AI rarely finishes it, or in this job it needs hands.
Shares are weighted by how much each activity matters in the job, using O*NET. Microsoft’s own AI applicability score for this job is 0.36, higher than 97% of jobs.
Doing an activity is not doing a job. The researchers behind this data warn against reading it as job loss, and so do we. It is US data; the shape of the work travels.
Financial work often uses specialised, compliant AI tools that consumer Copilot data does not see, so this file probably understates how much AI touches it.
Sources: Microsoft Research, Working with AI (2025) · O*NET OnLine, 13-2052 · BLS Employment Projections 2025 to 2035
Check another job.
Know someone in this job? Send them the file.