Wealth Managers
Business & Financial OperationsAI exposure
- Data source: BLSPublished: 2026-08
Very high· relative
LowFour relative bandsVery highGroup-level value
Scale, basis and source
Four relative bands (Low / Moderate / High / Very high)
831 detailed occupations in the BLS Employment Projections table. Assigned per National Employment Matrix (NEM) code, so occupations sharing a NEM code carry the same band
- Data source: AnthropicPublished: 2026-03
0.350
0.000Range of values carried here0.745Scale, basis and source
- Data source: ILOPublished: 2025
0.57
0.09Range of values carried here0.70Group-level value
Scale, basis and source
Generative AI exposure index, 0–1 as published
ISCO-08 unit group — every occupation sharing the code gets this value
Computed by this site, not published by the ILO: of the 1,012 occupations this site links to the ILO dataset, 7% score at or above this value.
What kind of figure this source publishes
The BLS category is a relative rank, not an absolute level, and it is not a first-hand measurement: it groups an occupation's percentile ranks across several published studies into four bands. It is not an employment or wage forecast, not a probability of adoption, and it does not separate automation from augmentation.
Task-level exposure
Exposed tasks only| Task | Claude.aiRaw / share % | APIRaw / share % |
|---|---|---|
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.13-2052 | 0.184234.5 | 0.043422.9 |
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.13-2052 | 0.153728.8 | 0.050126.5 |
Answer clients' questions about the purposes and details of financial plans and strategies.13-2052 | 0.080115.0 | 0.01125.9 |
Monitor financial market trends to ensure that client plans are responsive.13-2052 | 0.03175.9 | 0.028715.2 |
Manage client portfolios, keeping client plans up-to-date.13-2052 | 0.03065.7 | 0.029915.8 |
Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.13-2052 | 0.02294.3 | 0.00934.9 |
Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.13-2052 | 0.01202.2 | 0.00784.1 |
Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.13-2052 | 0.00701.3 | 0.00191.0 |
Investigate available investment opportunities to determine compatibility with client financial plans.13-2052 | 0.00450.8 | 0.00422.2 |
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.13-2052 | 0.00340.6 | —0 |
| Not observed on any surface — 8 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 | —0 |
Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills. | —0 | —0 |
Devise debt liquidation plans that include payoff priorities and timelines. | —0 | —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 | —0 |
Recruit and maintain client bases. | —0 | —0 |
Open accounts for clients and disburse funds from accounts to creditors as agent for clients. | —0 | —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 | —0 |
Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds. | —0 | —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
Occupation information
Recent Changes Related to This Occupation
Mar 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.
[Source: 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.