Personal Financial Advisors
Business and Financial Operations · SOC 13-2052
AI exposure from the Anthropic Economic Index (2025); salary from BLS; skills from O*NET. See /sources.
Decision card
Career Evidence Passport
SOC 13-2052 evidence across exposure, wages, projections, postings, certified LCAs, skills, and transitions.
- SOC exposure
- 35.0%
- Very High · Anthropic AEI
- Automation friction
- 44/100
- Moderate friction; broad SOC seed ORS job-requirements coverage.
- Wages
- $105,070
- H-1B offered wage $84,000; LCAs are filings.
- Projected openings
- 23,200
- BLS EP 2024–2034; employment change +9.6%.
- Observed/proxy demand
- 87
- FY2025 certified LCAs; 52,017 postings in 2025.
Skill evidence
- H-1B values are certified Labor Condition Applications, not visa approvals.
- Job postings are seed-static / seed-derived; treat as provider-ready proxy coverage until observed provider data is wired in.
- Transition matches are directional skill-overlap context, not placement guarantees.
- This release is a FutureGrid broad-SOC seed derived from public BLS ORS requirement concepts and categories, not direct occupation-level ORS survey estimates. It describes job requirements, not worker ability, AI capability, or displacement probability. Automation friction is a FutureGrid derived score and should be read alongside exposure, demand, wage, and projection signals.
Best transitions from here
Explore all pathways→Lower AI-exposure roles that reuse your skills, ranked by a transition score (skills that transfer, safety gain, pay and retraining effort).
AI Exposure Analysis
Across AI measures
Multiple exposure lenses for this occupation.
AI could do ~50% of this role but only ~35% is currently done with AI — a large capability-vs-adoption gap.
Top Skills
H-1B Visa Sponsorship Demand
View full H-1B trends →Certified H-1B Labor Condition Applications naming this occupation, FY2016–FY2025. A descriptive high-skill labor-demand signal — employer filings, not visa approvals or individual outcomes. Note: one LCA can cover multiple worker positions.
O*NET occupation profile
What this work involves
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.
Common titles: Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Life Planner, Financial Planner
Representative Tasks
- •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.
- •Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- •Answer clients' questions about the purposes and details of financial plans and strategies.
- •Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- •Manage client portfolios, keeping client plans up-to-date.
Detailed Work Activities
- •Assess financial status of clients.
- •Interview clients to gather financial information.
- •Correspond with customers to answer questions or resolve complaints.
- •Recommend investments to clients.
- •Implement financial decisions.
Tools & Technologies
Employment Projections & AI Exposure
Employment & Wage Trend
BLS OEWS, 2019–2025
Source: U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS). See /sources.
Sector Comparison
| Metric | This Career | Sector Average |
|---|---|---|
| AI Exposure | 35.0% | 29.0% |
| Outlook | Bright ↗ | 48% Bright |
| Median Salary | $105,070 | N/A |
| AI Resiliency | 65/100 | N/A |