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Financial Advisor
Also known as: Financial Planner, Wealth Manager, Financial Consultant
AI Impact Score
58/100Robo-advisors handle basic portfolio allocation, but clients still need human advisors for complex planning, emotional guidance, and life transitions.
$50k – $200k
Salary Range
growing
Growth Outlook
330,000
Total Jobs (US)
+13%
Growth Rate
Task Breakdown
Tasks at Risk (4)
Basic portfolio allocationAccount rebalancingPerformance reportingStandard financial plans
AI-Enhanced Tasks (4)
Scenario planningTax-loss harvestingRisk profilingMarket research
Human-Safe Tasks (5)
Client relationshipsLife transition guidanceEstate planningBehavioral coachingComplex tax strategies
Current Skills
Future-Proof Skills
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