Financial and investment analysts
SOC Code: 13-2051
Financial and investment analysts carries a 39% AI exposure score (Medium automation risk), with a median annual wage of $101,350 and +5.7% projected employment growth from 2024 to 2034 (BLS), affecting approximately 368,500 workers. Full task breakdown, skills, and employer data are below.
Proportion of tasks susceptible to AI automation (O*NET analysis)
At 39% AI exposure, Financial and investment analysts sits 2 points above the 37.2% average across 832 U.S. occupations - more exposed than 65% of them. Most of its core tasks still require human judgment.
Career outlook score
69/100
Financial and investment analysts, weighted across 3 of 3 tracked dimensions
A weighted composite of median wage, projected growth, and AI-automation security (inverted exposure), each benchmarked against every other tracked occupation. It describes this occupation's standing across those three dimensions, not a guarantee of future outcomes.
- Median wage A $101,350
Annual median wage, percentile rank vs all tracked occupations
- Projected growth A- +5.7%
Projected employment change, 2024-2034, BLS Employment Projections
- AI exposure (inverted) F 39% exposure
Lower O*NET task-automability scores lower risk; this dimension scores security, not exposure
Home health and personal care aides is #1 of 832 occupations by employment (4.3M, AI exposure rank #392 at 35%) vs. Bookkeeping, accounting, and auditing clerks #1 by AI task exposure (95%, employment rank #17 at 1.6M).
Automation-risk inventory
Exclusive cut of 832 occupations by PlainWorkforce automation-risk band. Orthogonal to the continuous AI-exposure distribution chart below and to this occupation's single risk badge, this is the corpus band mix, with Financial and investment analysts in the Medium band.
Credential × growth standing
Bachelor's band with mid-pack BLS pace
Financial and investment analysts shares the Bachelor's gate with 178 peer occupations and lands in Average (378 of 832). Neither the rarest nor the most crowded growth shelf - use wage and AI desks on this page for the differentiator.
Where Financial and investment analysts sits among all occupations
AI-exposure score distribution across 832 U.S. occupations (O*NET task analysis). This occupation is marked in rose.
Where Financial and investment analysts sits by AI exposure
AI-exposure score distribution across U.S. occupations (O*NET task analysis)
39% Around the middle lower than 35% of 832 occupations
Occupations, banded by AI-exposure score
Each bar is a band; taller bars hold more occupations. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source O*NET task data (U.S. Department of Labor) · BLS 2024–2034
Source: O*NET task data (U.S. Department of Labor); AI-exposure scores are PlainWorkforce's analysis. As of BLS 2024–2034.
Financial and investment analysts vs. its occupational neighbors
AI exposure (horizontal) vs projected 2024–2034 growth (vertical) for occupations in the same SOC group. Financial and investment analysts is marked in rose; the top-left corner is the most future-proof.
Source: BLS Employment Projections 2024–2034 (growth) and O*NET (AI-exposure analysis by PlainWorkforce).
Employment Projections
Where This Score Comes From
Financial and investment analysts's Medium automation-risk tier is computed from O*NET Database 30.0 task-level analysis, where each documented task the occupation performs is evaluated against current generative AI, robotic process automation, and machine-learning capabilities. A score below 40% reflects tasks anchored in physical dexterity, unstructured environments, or high-touch human interaction that current AI cannot reliably replicate.
The employment, wage, and education figures above come from a second, separate federal source: BLS Employment Projections 2024–2034, matched to the O*NET task data by Standard Occupational Classification (SOC 13-2051) code, with the wage figure cross-validated against the BLS Occupational Employment and Wage Statistics (OEWS) May 2024 survey. BLS figures are presented exactly as published, with no adjustment on our part; the SOC-code match is what lets Financial and investment analysts be compared directly against every other tracked occupation on the same basis, not just roles that happen to share a job title.
For career planners, this profile should be read alongside the task, skill, and knowledge breakdowns below and the list of employers whose workforce composition includes Financial and investment analysts. Adjacent occupations shown further down offer lateral moves that preserve industry knowledge while potentially reducing exposure.
Education & Entry Requirements
Top Tasks (O*NET)
- 1. Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- 2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- 3. Assess companies as investments for clients by examining company facilities.
- 4. Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- 5. Collaborate with investment bankers to attract new corporate clients.
- 6. Conduct financial analyses related to investments in green construction or green retrofitting projects.
- 7. Confer with clients to restructure debt, refinance debt, or raise new debt.
- 8. Create client presentations of plan details.
- 9. Determine the prices at which securities should be syndicated and offered to the public.
- 10. Develop and maintain client relationships.
Frequently Asked Questions
Will AI replace Financial and investment analysts?
Financial and investment analysts has an AI exposure score of 39%, indicating a medium level of automation risk. The majority of tasks in this role require human judgment, creativity, or physical presence that AI cannot easily replicate.
What is the job outlook for Financial and investment analysts?
According to BLS Employment Projections 2024-2034, Financial and investment analysts is projected to grow by 5.7% over the decade. Current employment stands at approximately 368,500 workers.
What skills are needed for Financial and investment analysts?
Financial and investment analysts requires a combination of technical knowledge and interpersonal skills. Typical education requirement: Bachelor's degree.
How much do Financial and investment analysts earn?
The median annual wage for Financial and investment analysts is $101,350, according to BLS Occupational Employment and Wage Statistics (May 2024). Actual earnings vary by location, experience, industry, and employer. The BLS publishes detailed wage percentiles by region in its Occupational Employment and Wage Statistics program.
What education is required for Financial and investment analysts?
The typical entry-level education for Financial and investment analysts is Bachelor's degree. Employers generally expect None of related work experience. On-the-job training typically involves None. Requirements can vary by employer and specialization.
Which companies employ Financial and investment analysts?
Financial and investment analysts roles exist across many industries and employers. Workforce composition is estimated from BLS industry-occupation employment distributions matched to SEC-registered public companies.
AI Exposure Rating
Medium automation risk based on 10 analyzed tasks. Most tasks require human judgment and are resistant to automation.
Nationwide occupations with similar workforce profiles
Two data-derived peer sets for Financial and investment analysts: AI-exposure neighbors and BLS 2034 growth neighbors (distinct comparison neighborhoods, cross-occupation).
Similar AI exposure score
Nearest O*NET task-automability scores nationwide (39% here).
- Agents and business managers of artists, performers, and athletes · AI exposure 39%
- Art directors · AI exposure 39%
- Camera operators, television, video, and film · AI exposure 39%
- Chefs and head cooks · AI exposure 39%
Similar projected growth (2024–2034)
Nearest BLS employment change rates nationwide (+5.7% here).
- Business teachers, postsecondary · growth +5.7%
- Materials engineers · growth +5.7%
- Tire repairers and changers · growth +5.7%
- Umpires, referees, and other sports officials · growth +5.7%
Peers are nearest-neighbor matches on published BLS + O*NET metrics among occupations with ≥10,000 workers in 2024; corpus ranks above sort the full tracked set.
Related Occupations
Showing 6 of 10 occupations with a comparable automation-risk profile.
What to do with this
Use Financial and investment analysts' numbers above to compare, not just read in isolation.
- Compare Financial and investment analysts side by side against another occupation on wage, growth, and AI exposure. Workforce comparison tool
- Understand how the AI exposure score above is actually calculated before treating it as a verdict. Reading AI exposure scores
- See the full ranked list of occupations with the lowest automation exposure nationwide. Safest occupations from AI
AI exposure scores estimate task automatability from O*NET data; they are not a certainty of job loss, and BLS growth projections are estimates, not guarantees.
Data sources: Bureau of Labor Statistics Employment Projections 2024–2034 and O*NET Database 30.0. Employment figures are rounded. Wage data from BLS Occupational Employment Statistics (OES).