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Financial Planner / Advisor
Robo-advisors handle standard portfolio management. Fiduciary advice for complex situations, behavioral coaching, and estate planning retain strong human value.
rising risk (+2 this quarter)
B
44/100
2028–2031
$94K/yr
Median Salary
120K
Jobs at Risk
40%
Automation Est.
DRI HISTORY
FACTOR BREAKDOWN
RISING SKILLS
Complex wealth management
Behavioral coaching
Estate planning strategy
DECLINING SKILLS
Standard portfolio rebalancing
Basic retirement projections
Tax loss harvesting
TRANSITION PATHS
1
Wealth Manager
80% skill overlap
28
DRI
2
CFP Specialist
74% skill overlap
32
DRI
3
Estate Planning Attorney
56% skill overlap
36
DRI
KEY EVENTS
2024-05
Betterment AI manages $30B+ with no human advisor interaction required for standard portfolios
AI TOOLS DRIVING DISPLACEMENT
Betterment AIWealthfront AIBloomberg AI
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