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Job Impact Index
Financial Planner

Financial Planner

Generated by AI
20%
AI Impact
Tasks
223
AIs
3,277
Generated by ChatGPT

A Financial Planner is responsible for guiding and advising clients in managing their financial assets and investments. They help clients create a financial plan to achieve their short and long-term goals such as saving for retirement, paying off debts, saving for a child's education, and managing tax liabilities.

They also evaluate insurance needs and estate planning strategies.

Tasks

#
Task
AI Impact
AIs
1
Financial advice
85%
102
2
Stocks
60%
71
3
Job descriptions
60%
14
4
Data analysis
60%
174
5
Task automation
50%
89
6
Customer analysis
20%
12
7
Communication skills
50%
27
8
Spreadsheets
25%
32
9
Search
20%
43
10
Interview preparation
40%
117
11
Document chat
40%
89
12
Decision making
40%
37
13
MacOS
35%
27
14
User personas
30%
14
15
Gmail email writing
30%
9
16
Code explanations
30%
18
17
ChatGPT sidebar
30%
1
18
Business intelligence
30%
24
19
Conversation summaries
28%
1
20
Word lookup
25%
6
21
Recruiting
25%
119
22
Freelance job proposals
25%
5
23
Excel formulas
25%
17
24
ChatGPT for Visual Studio
25%
3
25
Meeting notes
22%
13
26
WordPress
20%
7
27
Virtual office
20%
1
28
User stories
20%
15
29
Telegram
20%
5
30
Stock market news
20%
10
31
Slack
20%
10
32
Shopping
20%
67
33
Sales training
20%
53
34
Project descriptions
20%
1
35
PRD
20%
7
36
Personal information web search
20%
2
37
Performance reviews
20%
7
38
Models
20%
16
39
Marketing plans
20%
2
40
Image recognition
20%
6
41
Ideas from James Altucher
20%
1
42
Forms
20%
22
43
Content repurposing
20%
17
44
Code documentation
15%
25
45
ChatGPT on Whatsapp & Telegram
20%
1
46
ChatGPT for spreadsheets
20%
1
47
Career advice
20%
62
48
Business reports
20%
8
49
Business analysis
20%
18
50
AI content detection
20%
47
51
ChatGPT for browsers
18%
2
52
ChatGPT for Whatsapp
17%
12
53
Text explanations
15%
3
54
Team management
15%
11
55
Spelling
15%
3
56
Resume analysis
15%
20
57
Professional avatars
15%
70
58
Pitch deck feedback
15%
7
59
Linkedin messages
15%
2
60
GitHub
15%
4
61
Email outreach
15%
41
62
Document data extraction
15%
26
63
Database Q&A
15%
21
64
Crypto trading advice
15%
11
65
Cheat Sheets
15%
4
66
ChatGPT on Discord
15%
1
67
Audio summaries
15%
1
68
App ideas
15%
7
69
Answers
15%
37
70
Sarcastic conversations
14%
25
71
Youtube video Q&A
12%
7
72
User experience
12%
3
73
Resumes
12%
99
74
Workspace organization
10%
5
75
Website summaries
10%
20
76
Tweet summaries
10%
4
77
Team collaboration
10%
23
78
Startup ideas
10%
40
79
SQL
10%
34
80
Social media bios
10%
4
81
Slack summaries
10%
2
82
Scientific article summaries
10%
4
83
Q&A from books
10%
6
84
Press releases
10%
13
85
Predictive typing
10%
4
86
Note summaries
10%
4
87
Meeting planning
10%
1
88
LinkedIn
10%
51
89
Legal advice
10%
77
90
Job interviews
10%
9
91
Image search engine
10%
1
92
Grammar
10%
30
93
Google search
10%
6
94
Email writing
10%
55
95
Email summaries
10%
3
96
Email replies
10%
9
3,277 AI tools
0 AIs selected
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Task