/Job Impact Index /Financial Planner

Financial Planner

Generated by AI
20%
AI Impact
Tasks
223
AIs
3,291
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%
101
2
Stock market analysis
60%
77
3
Job descriptions
60%
19
4
Goal achieving
60%
16
5
Data analysis
60%
179
6
Task automation
50%
102
7
Customer analysis
50%
5
8
Communication improvement
50%
29
9
Search engine
40%
37
10
Interview preparation
40%
121
11
Document Q&A
40%
145
12
Decision making
40%
31
13
ChatGPT on Mac
35%
27
14
User personas
30%
17
15
Stable Diffusion multiplayer
30%
1
16
Gmail email writing
30%
9
17
Code explanations
30%
28
18
ChatGPT sidebar
30%
2
19
Business intelligence
30%
25
20
Conversation summaries
28%
6
21
Word finding
25%
6
22
Spreadsheet tasks
25%
32
23
Job recruitment
25%
74
24
Freelance job proposals
25%
6
25
Excel formulas
25%
21
26
ChatGPT for Visual Studio
25%
3
27
Career mentoring
25%
19
28
Meeting notes
22%
3
29
Website forms
20%
15
30
Virtual office
20%
3
31
User stories
20%
15
32
Stock market news
20%
5
33
Search summaries
20%
3
34
Search engine and chatbot
20%
1
35
Sales training
20%
10
36
Project descriptions
20%
3
37
Product search engine
20%
4
38
Product requirements
20%
4
39
Personal information web search
20%
2
40
Performance reviews
20%
9
41
Model generation
20%
17
42
Marketing plans
20%
3
43
Image recognition
20%
8
44
Ideas from James Altucher
20%
1
45
Customer insights
20%
7
46
Content repurposing
20%
18
47
Content generation
20%
443
48
Code documentation
20%
23
49
ChatGPT on Whatsapp & Telegram
20%
3
50
ChatGPT for Wordpress
20%
4
51
ChatGPT for Telegram
20%
10
52
ChatGPT for spreadsheets
20%
1
53
ChatGPT for Slack
20%
12
54
Career advice
20%
53
55
Business reports
20%
10
56
Business process analysis
20%
3
57
AI content detection
20%
40
58
ChatGPT for browsers
18%
7
59
ChatGPT for Whatsapp
17%
23
60
Writing documentation
15%
7
61
Text explanations
15%
4
62
Text completion
15%
2
63
Team management
15%
13
64
Spelling correction
15%
4
65
Resume analysis
15%
26
66
Q&A
15%
36
67
Prompt generation
15%
56
68
Professional avatars
15%
45
69
Pitch deck feedback
15%
7
70
Linkedin messages
15%
4
71
GitHub search tool
15%
1
72
Email outreach
15%
25
73
Document data extraction
15%
16
74
Database Q&A
15%
35
75
Crypto trading bots
15%
2
76
Content generator
15%
1
77
Cheat Sheets
15%
1
78
ChatGPT on Discord
15%
2
79
Audio summaries
15%
2
80
App ideas
15%
4
81
AI generated content search tool
15%
1
82
Sarcastic conversations
14%
30
83
Youtube video Q&A
12%
12
84
User experience
12%
1
85
Resumes & Cover letters
12%
16
86
Workspace organization
10%
6
87
WhatsApp conversations
10%
4
88
Website summaries
10%
11
89
Video presentations
10%
1
90
Tweet summaries
10%
5
91
Text to video
10%
1
92
Text explanations through analogies
10%
2
93
Text autocompletion
10%
6
94
Startup ideas
10%
33
95
SQL queries
10%
42
96
Social media bios
10%
5
97
Slack summaries
10%
2
98
Scientific article summaries
10%
4
99
Q&A YCombinator
10%
2
100
Q&A from books
10%
11
101
Press releases
10%
13
102
Online courses
10%
29
103
Notion link search
10%
1
104
Note summaries
10%
4
105
Meeting planning
10%
2
106
Linkedin posts
10%
42
107
Legal advice
10%
76
108
Job interviews
10%
14
109
Image search engine
10%
1
110
Image patterns
10%
1
111
Grammar checking
10%
27
112
Google search
10%
4
113
Email writing
10%
71
114
Email summaries
10%
5
115
Email replies
10%
15
116
Data entry
10%
2
117
Customer feedback
10%
11
118
Customer calls
10%
4
119
Collaborative documents
10%
1
120
ChatGPT for iMessage
10%
3
121
ChatGPT for Chrome
10%
8
122
Case studies
10%
5
123
Calendar assistant
10%
18
124
Book recommendations
10%
38
125
Background noise reduction
10%
4
126
Augmented reality
10%
1
127
AI tools search
10%
1
128
Affiliate stores
10%
1
129
Academic research
10%
54
130
Wish generation
9%
1
131
SQL coding
7%
4
132
Domain name ideas
6%
25
133
ChatGPT thesaurus
6%
1
134
Website content
5%
3
135
Voice messages
5%
1
136
Twitter conversations
5%
4
137
Survey generation
5%
7
138
Storytelling game
5%
81
139
Speech to text
5%
30
140
Social media posts
5%
40
141
Social media comments
5%
7
142
SMS campaigns
5%
3
143
Search saved items
5%
1
144
Sales messages
5%
2
145
Reddit post titles
5%
1
146
Product recommendations
5%
8
147
Presentation slides
5%
57
148
Pitch decks
5%
10
149
Pattern generation
5%
3
150
Meeting summaries
5%
50
151
Image to text
5%
12
152
Image to image
5%
14
153
Image organization
5%
4
154
HR Q&A
5%
3
155
Empathic messages
5%
1
156
Email lists
5%
1
157
Crypto trading
5%
9
158
Content brief generation
5%
3
159
ChatGPT for websites
5%
21
160
Book search
5%
2
161
Audio to image
5%
1
162
Arxiv summaries
5%
3
163
Article summaries
5%
25
164
AppStore optimization
5%
8
3,291 AI tools
About
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