Takeover Tracker

vs

48 shared · 28 different

core competencies

38%medium risk
Energy Brokers

Side-by-Side Comparison

MetricPersonal Financial AdvisorsEnergy Brokers
Risk Score31.9%38.3%
Risk TierMedium RiskMedium Risk
Risk Percentile51th76th
Tasks at Risk (>50%)5 / 1510 / 15
Median Salary$102,140N/A
Employment270KN/A

Skill Comparison

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Sorted by largest difference

Developing Objectives and Strategies
Coaching and Developing Others
Performing Administrative Activities
Guiding, Directing, and Motivating Subordinates
Making Decisions and Solving Problems
Developing and Building Teams
Provide Consultation and Advice to Others
Customer and Personal Service
Thinking Creatively
Service OrientationAI-Resistant
Education and Training
Monitoring and Controlling Resources

Protective Factors

Higher values indicate stronger protection against AI displacement

Personal Financial Advisors

31%

total discount

Energy Brokers

29%

total discount

Task Risk Comparison

Tasks sorted by AI automation risk — higher means more automatable

Personal Financial Advisors

5 of 15 at risk
86%Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
86%Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
71%Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
68%Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
51%Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

Energy Brokers

10 of 15 at risk
87%Prepare and send requests for price quotations to all energy companies in a particular market.
86%Monitor the flow of energy in response to changes in consumer demand.
85%Monitor energy supply contracts to ensure proper implementation and execution by suppliers.
85%Facilitate the delivery or receipt of wholesale power or retail load scheduling.
83%Purchase or sell energy or energy derivatives for customers.

Wage Comparison

Personal Financial AdvisorsEnergy Brokers
10th
$49,990N/A
25th
$70,620N/A
Median
$102,140N/A
75th
$172,540N/A
90th
$239,200N/A

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Personal Financial Advisors: Not yetEnergy Brokers: Not yet