Personal financial advisors
SOC Code: 13-2052
Personal financial advisors carries a 53% AI exposure score (High automation risk), with a median annual wage of $102,140 and +9.6% projected employment growth from 2024 to 2034 (BLS), affecting approximately 326,000 workers. Full task breakdown, skills, and employer data are below.
Proportion of tasks susceptible to AI automation (O*NET analysis)
At 53% AI exposure, Personal financial advisors sits 16 points above the 37.2% average across 832 U.S. occupations - more exposed than 90% of them. Most of its core tasks still require human judgment.
Career outlook score
66/100
Personal financial advisors, 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 $102,140
Annual median wage, percentile rank vs all tracked occupations
- Projected growth A+ +9.6%
Projected employment change, 2024-2034, BLS Employment Projections
- AI exposure (inverted) F 53% 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 Personal financial advisors in the High band.
Credential × growth standing
Bachelor's bar with above-average BLS growth
Personal financial advisors sits in the Bachelor's entry band (178 of 832 occupations) and the Fast growth pace bucket (67 of 832). That pairing is rarer than the HS / some-college + declining cluster that dominates the BLS map - treat the degree bar as the binding gate while the growth line stays supportive.
Where Personal financial advisors sits among all occupations
AI-exposure score distribution across 832 U.S. occupations (O*NET task analysis). This occupation is marked in rose.
Where Personal financial advisors sits by AI exposure
AI-exposure score distribution across U.S. occupations (O*NET task analysis)
53% Higher than most higher than 90% 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.
Personal financial advisors vs. its occupational neighbors
AI exposure (horizontal) vs projected 2024–2034 growth (vertical) for occupations in the same SOC group. Personal financial advisors 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
Personal financial advisors's High 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 in the 40–70% range indicates meaningful automation pressure on specific task categories, but the role as a whole still requires human judgment for coordination, exception handling, or client interaction.
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 13-2052) 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 Personal financial advisors 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 Personal financial advisors. Adjacent occupations shown further down offer lateral moves that preserve industry knowledge while potentially reducing exposure.
Education & Entry Requirements
Top Tasks (O*NET)
- 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.
- 2. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- 3. Answer clients' questions about the purposes and details of financial plans and strategies.
- 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.
- 5. Manage client portfolios, keeping client plans up-to-date.
- 6. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- 7. Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- 8. Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- 9. Contact clients periodically to determine any changes in their financial status.
- 10. Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
Key Skills Required
- Reading Comprehension
- Active Listening
- Speaking
- Writing
- Critical Thinking
- Mathematics
- Social Perceptiveness
- Service Orientation
- Complex Problem Solving
- Judgment and Decision Making
Knowledge Areas
- Customer and Personal Service
- Economics and Accounting
- English Language
- Mathematics
- Psychology
- Administration and Management
- Sales and Marketing
- Computers and Electronics
- Law and Government
- Administrative
Frequently Asked Questions
Will AI replace Personal financial advisors?
Personal financial advisors has an AI exposure score of 53%, indicating a high level of automation risk. Some tasks in this role can be augmented or partially automated by AI, but core responsibilities require human judgment.
What is the job outlook for Personal financial advisors?
According to BLS Employment Projections 2024-2034, Personal financial advisors is projected to grow by 9.6% over the decade. Current employment stands at approximately 326,000 workers.
What skills are needed for Personal financial advisors?
Key skills for Personal financial advisors include Reading Comprehension, Active Listening, Speaking, and others. Typical entry-level education is Bachelor's degree.
How much do Personal financial advisors earn?
The median annual wage for Personal financial advisors is $102,140, 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 Personal financial advisors?
The typical entry-level education for Personal financial advisors is Bachelor's degree. Employers generally expect None of related work experience. On-the-job training typically involves Long-term on-the-job training. Requirements can vary by employer and specialization.
Which companies employ Personal financial advisors?
Personal financial advisors 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
High automation risk based on 10 analyzed tasks. A moderate share of tasks may be augmented by AI tools.
Nationwide occupations with similar workforce profiles
Two data-derived peer sets for Personal financial advisors: AI-exposure neighbors and BLS 2034 growth neighbors (distinct comparison neighborhoods, cross-occupation).
Similar AI exposure score
Nearest O*NET task-automability scores nationwide (53% here).
- Baggage porters and bellhops · AI exposure 53%
- Captains, mates, and pilots of water vessels · AI exposure 53%
- Financial risk specialists · AI exposure 53%
- Food science technicians · AI exposure 53%
Similar projected growth (2024–2034)
Nearest BLS employment change rates nationwide (+9.6% here).
- Veterinarians · growth +9.6%
- Audiologists · growth +9.5%
- Chiropractors · growth +9.5%
- Electricians · growth +9.5%
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 13 occupations with a comparable automation-risk profile.
What to do with this
Use Personal financial advisors' numbers above to compare, not just read in isolation.
- Compare Personal financial advisors 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).