SOC 13-2052
Personal Financial Advisors
Risk Score
⚠️52/100
Elevated
US Employment
👥270,480
Total workers
Median Wage
💰$102K
$50K – $0
Projected Growth
📈+9.6%
2023-2033 (BLS)
GenAI Exposure
🤖81/100
High exposure
💡 Personal Financial Advisors face a risk score of 52/100 — 8 points above the national average of 44. With 81/100 GenAI exposure, this occupation faces significant pressure from AI tools despite strong projected growth. See our methodology →
💡 Workers in this field earn $102K ($56K above the national median). The 3 recommended career transitions all maintain competitive wages while reducing automation exposure. Explore transition paths →
🔍 AI Impact Analysis
With a risk score of 52/100, Personal Financial Advisors faces moderate automation pressure. While tasks like algorithmic trading and ai portfolio management are increasingly handled by AI, the role retains significant human elements. The 270,480 workers in this occupation should focus on strengthening skills in crisis financial decision-making under uncertainty and stakeholder management in complex organizational settings to stay ahead. The role will likely evolve rather than disappear.
Will AI Replace Personal Financial Advisors?
Read our full analysis with verdict, risk factors, safe tasks, and career transition paths →
⚠️ Top Risk Factors
Algorithmic trading and AI portfolio management
AI-powered research and literature review tools
Robotic process automation for accounting workflows
Generative AI producing marketing and creative copy
🛡️ Tasks Safe from Automation
Crisis financial decision-making under uncertainty
Stakeholder management in complex organizational settings
Ethical judgment in fiduciary and advisory roles
Strategic advisory requiring deep client relationship knowledge
📊 vs National Average
National avg: $46K
National avg: 44/100
National avg: 38/100
National avg: 3.7%
🔄 Career Transition Paths
| Occupation | Risk | Wage | Overlap |
|---|---|---|---|
| Advertising, Marketing, Promotions, Public Relations, and Sales Managers | 16 | $145K | 57% |
| Lawyers, Judges, and Related Workers | 17 | $144K | 55% |
| Architectural and Engineering Managers | 23 | $168K | 63% |