Vermoegensverwalter
Wirtschaft und FinanzenKI-Exposition
- Datenquelle: BLSVeröffentlicht: 2026-08
Sehr hoch· relativ
NiedrigVier relative BänderSehr hochWert auf Berufsgruppenebene
Skala, Bezugsmenge und Quelle
Vier relative Bänder (Niedrig / Mittel / Hoch / Sehr hoch)
831 detaillierte Berufe in der BLS-Beschäftigungsprojektionstabelle. Der Wert wird je Code der National Employment Matrix (NEM) vergeben, daher erhalten Berufe mit demselben NEM-Code dasselbe Band
- Datenquelle: AnthropicVeröffentlicht: 2026-03
0.350
0.000Spannweite der hier geführten Werte0.745Skala, Bezugsmenge und Quelle
Index der beobachteten Exposition, 0–1 wie veröffentlicht
Auf O*NET-Aufgaben abgebildet
- Datenquelle: ILOVeröffentlicht: 2025
0.57
0.09Spannweite der hier geführten Werte0.70Wert auf Berufsgruppenebene
Skala, Bezugsmenge und Quelle
Index der Exposition gegenüber generativer KI, 0–1 wie veröffentlicht
ISCO-08-Berufsgattung — alle Berufe mit demselben Code erhalten diesen Wert
Von dieser Website berechnet, nicht von der IAO veröffentlicht: Von den 1.012 Berufen, die diese Website mit dem IAO-Datensatz verknüpft, erreichen oder übertreffen 7% diesen Wert.
Welche Art von Wert diese Quelle veröffentlicht
Die Kategorie von BLS ist ein relativer Rang und kein absolutes Niveau, und sie ist keine eigene Messung: Sie fasst die Perzentilränge des Berufs aus mehreren veröffentlichten Studien in vier Bänder zusammen. Sie ist weder eine Beschäftigungs- oder Lohnprognose noch eine Einführungswahrscheinlichkeit und unterscheidet nicht zwischen Automatisierung und Augmentierung.
Task-level exposure
Nur exponierte Aufgaben| Task | Claude.aiRaw / share % |
|---|---|
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.13-2052 | 0.087833.8 |
Answer clients' questions about the purposes and details of financial plans and strategies.13-2052 | 0.065125.1 |
Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.13-2052 | 0.028911.1 |
Monitor financial market trends to ensure that client plans are responsive.13-2052 | 0.02459.4 |
Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.13-2052 | 0.01736.7 |
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.13-2052 | 0.01204.6 |
Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.13-2052 | 0.01164.5 |
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.13-2052 | 0.00632.4 |
Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.13-2052 | 0.00441.7 |
Manage client portfolios, keeping client plans up-to-date.13-2052 | 0.00210.8 |
| Not observed on any surface — 11 task(s) — These tasks have no row in the source for this release. The 0 in the share row is a display-stage composition ratio; absence is what the — in the raw row states. | |
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. | —0 |
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation. | —0 |
Contact clients periodically to determine any changes in their financial status. | —0 |
Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances. | —0 |
Devise debt liquidation plans that include payoff priorities and timelines. | —0 |
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. | —0 |
Recruit and maintain client bases. | —0 |
Investigate available investment opportunities to determine compatibility with client financial plans. | —0 |
Open accounts for clients and disburse funds from accounts to creditors as agent for clients. | —0 |
Inform clients about tax benefits, government rebates, or other financial benefits of alternative fuel vehicle purchases or energy efficient home construction, improvements, or remodeling. | —0 |
Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds. | —0 |
Values in this tab are predicted labels, not observations. Eloundou et al. (2023) published two rating regimes — human raters and GPT-4 — and the β shown here is derived from the GPT-4 rater basis alone; the same task can take a different value under the other regime. The unit and the meaning differ from the observed shares (%) in the other tabs, so do not place them on the same axis.
| Task | βE1 + 0.5 × E2 |
|---|---|
Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.O*NET Task ID 20186 | 1.0 |
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.O*NET Task ID 12904 | 0.5 |
Answer clients' questions about the purposes and details of financial plans and strategies.O*NET Task ID 12905 | 0.5 |
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.O*NET Task ID 12907 | 0.5 |
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.O*NET Task ID 12909 | 0.5 |
Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.O*NET Task ID 12913 | 0.5 |
Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.O*NET Task ID 12914 | 0.5 |
Contact clients periodically to determine any changes in their financial status.O*NET Task ID 12915 | 0.5 |
Devise debt liquidation plans that include payoff priorities and timelines.O*NET Task ID 12917 | 0.5 |
Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.O*NET Task ID 12918 | 0.5 |
Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.O*NET Task ID 12916 | 0.0 |
β = E1 + 0.5 × E2 · E1 = tasks where direct LLM access alone cuts time by at least 50%, E2 = tasks where software built on top of an LLM cuts time by at least 50%. Values take only 0 / 0.5 / 1.0.
Data sources & licenses — O*NET®, Anthropic Economic Index, Eloundou et al. (2023): see full notices on the Credits page
Berufsinformationen
Aktuelle Veränderungen mit Bezug zu diesem Beruf
März 2026: Gupta & Kumar (arXiv, Mar 2026) list Personal Financial Advisors at an Agentic Task Exposure (ATE) score of 0.42 by 2027 in the San Francisco Bay Area (Tier 1), rising to 0.46 by 2030. With 55.9% of business and financial operations workers teleworking at least some hours, the paper argues exposure follows the employer's region rather than where the worker lives.
[Quelle: arXiv 2604.00186 (Gupta & Kumar, 2026)]These summaries were written by AI Changing Work from the source linked with each one, and any figures in them are given as AI Changing Work summarised them; they can differ from the source's own wording and from figures shown elsewhere on this page, so check the source before relying on them. AI Changing Work matched this page's occupation to an O*NET occupation and chose, by its own judgment, case by case, which summaries relate to that O*NET occupation; a summary appearing here does not mean that its source names this occupation.