个人理财顾问

商业与金融

AI暴露度

  • 数据来源: BLS发布时间: 2026-08

    很高· 相对

    低四级相对区间很高

    职业群单位数值

    尺度 · 母数 · 来源

    四级相对类别（低 / 中等 / 高 / 很高）

    以BLS就业预测表中831个细分职业为基数。取值按 NEM（全国就业矩阵）代码给定，因此共用同一 NEM 代码的职业得到相同分档

    来源数据集（XLSX 文件下载）

  • 数据来源: Anthropic发布时间: 2026-03

    0.350

    0.000此处所载数值的范围0.745
    尺度 · 母数 · 来源

    观测暴露度指数，按发布原值0–1

    以O*NET任务映射为基准

    来源数据集

  • 数据来源: ILO发布时间: 2025

    0.57

    0.09此处所载数值的范围0.70

    职业群单位数值

    尺度 · 母数 · 来源

    生成式AI暴露度指数，按发布原值0–1

    ISCO-08职业小类单位 — 共用同一代码的职业取值相同

    本站计算，并非国际劳工组织发布的数值。在本站与 ILO 数据集相连的 1,012 个职业中，达到或高于此值的占 7%。

    来源数据集

该来源发布的是什么性质的数值

BLS的类别是相对排位而非绝对水平，也不是一手测量：它把多项已发表研究给出的职业百分位排名归并为四个等级。它不是就业或工资预测，不是采用概率，也不区分自动化与增强。

Task-level exposure

显示隐藏的 1 项工作

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.

TaskβE1 + 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

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®, Eloundou et al. (2023): see full notices on the Credits page

职业信息

与本职业相关的近期变化

2026年4月: ATE 0.42 by 2027 in SF Bay Tier 1. High telework rate (55.9% in financial/business ops) compounds agentic AI exposure.

[来源: arXiv 2604.00186 (Gupta & Kumar, 2026)]

2026年3月: Evergreen blog post published analyzing AI impact on financial advisors. Robo-advisors manage $1T+ but human advisor demand grows 7% through 2034. Automation risk 26%, concentrated in data analysis (72%) while client consultations remain at 10%.

[来源: AI Changing Work Blog]