Investment Consultant

Generated by AI
10%
AI Impact
Tasks
907
AIs
9,124
Generated by ChatGPT

An Investment Consultant is a financial expert who provides advice and guidance to clients on how to invest and manage their money. They assess a client's financial situation, goals and risk appetite to create a customized investment plan.

They also monitor market trends and provide ongoing support to help clients make informed investment decisions.

Tasks

#
Task
AI Impact
AIs
1
Stock market analysis
95%
78
2
Market research
90%
21
8
Tech insights
80%
30
10
Linkedin posts
80%
41
13
Financial management
80%
37
14
Financial advice
80%
101
19
Crypto market analysis
80%
51
22
Business consulting
80%
43
27
Tax advice
75%
28
32
Learning
71%
156
48
Decision making
70%
31
51
Ads
70%
39
52
Speech to text
65%
30
54
Q&A
65%
37
60
Team information sharing
60%
1
61
Startup ideas
60%
30
85
Summaries
50%
68
86
Subsidized financing documentation
50%
1
88
Startup advice
50%
83
91
Sales coaching
50%
28
98
Large Language Models
50%
26
102
Empathetic conversations
50%
42
105
Document Q&A
50%
147
110
Conversations with Warren Buffet
50%
1
113
API Q&A
50%
4