medium risk
Personal Financial Advisorsvs
51 shared · 26 different
core competencies
medium risk
Sales Agents, Financial ServicesSide-by-Side Comparison
Sales Agents, Financial Services leads 4–1| Metric | Personal Financial Advisors | Sales Agents, Financial Services |
|---|---|---|
| Risk Score | 31.9% | 29.0% |
| Risk Tier | Medium Risk | Medium Risk |
| Risk Percentile | 51th | 33th |
| Tasks at Risk (>50%) | 5 / 15 | 3 / 8 |
| Median Salary | $102,140 | $78,140 |
| Employment | 270K | 472K |
Skill Comparison
|
Sorted by largest difference
Developing Objectives and Strategies
Monitoring and Controlling Resources
Selling or Influencing Others
Psychology
Computers and Electronics
Evaluating Information to Determine Compliance with Standards
Making Decisions and Solving Problems
Number Facility
Administration and Management
Management of Financial Resources
Updating and Using Relevant Knowledge
Provide Consultation and Advice to Others
Protective Factors
Higher values indicate stronger protection against AI displacement
Personal Financial Advisors
31%
total discount
Sales Agents, Financial Services
32%
total discount
Task Risk Comparison
Tasks sorted by AI automation risk — higher means more automatable
Personal Financial Advisors
5 of 15 at risk86%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.
Sales Agents, Financial Services
3 of 8 at risk72%Prepare forms or agreements to complete sales.
55%Evaluate costs and revenue of agreements to determine continued profitability.
53%Review business trends to advise customers regarding expected fluctuations.
42%Determine customers' financial services needs and prepare proposals to sell services that address these needs.
34%Sell services or equipment, such as trusts, investments, or check processing services.
Wage Comparison
Sales Agents, Financial Services earns -$24,000(-23%) vs Personal Financial Advisors
Personal Financial AdvisorsSales Agents, Financial Services
10th
$49,990$47,080
25th
$70,620$51,600
Median
$102,140$78,140
75th
$172,540$129,480
90th
$239,200$215,210
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Head-to-head task automation timeline
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Career transition paths from each job
Risk-adjusted salary comparison
Combined protective factor strategy
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