Headline risk
3%
Very Low RiskPersonal financial advisors
United States AI Work Index tracks this occupation on the shared structural baseline and then layers on local demand resilience, wages, and confidence.
Why This Score
Share of job tasks that overlap with current AI capabilities
Median annual wage
Projected employment change over 10 years
Typical preparation needed for this occupation
Occupation profile
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Task evidence
100% weighted task match · 33% effective coverage
Scores combine AI task overlap, human advantages, and local demand. How it works
United States Now
Median Wage
USD 102,140
Employment 2024
326.0K
Projected Change (2024–34)
9.6%
Openings (2024–34)
24.1K
Wage distribution
Demand outlook
Employment of personal financial advisors is projected to grow 10 percent from 2024 to 2034, much faster than the average for all occupations.
Role Profile
Tasks
- 1. 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. AI use: 0%
- 2. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. AI use: 89%
- 3. Answer clients' questions about the purposes and details of financial plans and strategies. AI use: 90%
- 4. Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. AI use: 0%
- 5. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. AI use: 0%
- 6. Manage client portfolios, keeping client plans up-to-date. AI use: 98%
Technologies
Requirements
Work context
Worker profile
Median age 43.6 · 576K employed
Under 25: 6% · 25–54: 70% · 55+: 24%
Related
No direct US role match is available yet for this occupation.
Source coverage
11/11 source families · O*NET 30.2 / OEWS 2024 / ORS 2025 / OOH 2025-08-28 / Projections 2024-34 / CPS 2025 / Anthropic task penetration
Mapping quality
title_match · employment series present
Narrative & sources
Personal financial advisors provide advice to help individuals manage their money and plan for their financial future.
Most personal financial advisors work in the finance and insurance industry or are self-employed. They typically work full time, and some work more than 40 hours per week. They also may meet with clients in the evenings or on weekends.
Personal financial advisors typically need a bachelor’s degree to enter the occupation. A master’s degree and certification may improve chances for advancement.
The median annual wage for personal financial advisors was $102,140 in May 2024.
Employment of personal financial advisors is projected to grow 10 percent from 2024 to 2034, much faster than the average for all occupations.
Published limitations
This page shows the local country layer, not realised individual job outcomes. The global structural baseline is shared across countries; only the local demand and wage layer changes here.
Built from O*NET occupation descriptions, task statements, technology skills, work context, Job Zones, Anthropic task penetration, BLS OEWS wages, BLS projection tables, BLS ORS requirements, BLS OOH narrative content, BLS skills data, and BLS CPS occupation age tables.