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Advise others on financial matters

Work activity · O*NET

Advise others on financial matters is an intermediate work activity in the O*NET database — a concrete task that recurs across many occupations , grouped under Providing Consultation and Advice to Others. 14 occupations report doing it as part of their work.

What it involves

The most common detailed activities O*NET records under this category, ranked by how many occupation tasks map to each.

  • Advise others on financial matters
  • Recommend investments to clients
  • Advise real estate clients

How AI is applied to this activity

Microsoft's "Working with AI" study mapped real Bing Copilot conversations to O*NET work activities. The figures below are their measurements for this activity — they describe how AI is used today in one assistant's data, not a forecast that the activity will be automated.

AI completes it successfully 90.2% When Copilot attempts this activity, how often it finishes the task
Scope AI handles 30.2% How much of the activity AI carries within a conversation
Positive user feedback 71.5% Share of interactions users rated positively
How often AI is applied here 84th pct Percentile across all measured activities by how often AI performs them

Source: Microsoft "Working with AI" (working-with-ai). A high completion rate means AI can assist the activity in isolation — it does not mean an occupation that performs it is being automated, since every job blends many activities.

Detailed work activities

The more granular units of work O*NET groups under this activity, ordered by how many occupations perform them.

Occupations that perform this activity

Ranked by how many of the occupation's tasks map to this activity.

Occupation Tasks
Real Estate Sales Agents 5
Personal Financial Advisors 4
Credit Counselors 3
Accountants and Auditors 2
Budget Analysts 2
Financial and Investment Analysts 2
Agents and Business Managers of Artists, Performers, and Athletes 1
Appraisers and Assessors of Real Estate 1
Claims Adjusters, Examiners, and Investigators 1
Credit Analysts 1
Customs Brokers 1
Financial Risk Specialists 1
Loan Officers 1
Tax Preparers 1
Exposure quadrant: AI task-overlap percentile vs Median pay AI task-overlap (horizontal) versus median pay (vertical), each as a percentile across all scored occupations, for 13 occupations in occupations that perform Advise others on financial matters.. Overlap measures shared tasks with AI, not automation. Lower overlap · higher pay Higher overlap · higher pay Higher overlap · lower pay Lower overlap · lower pay Customs Brokers Real Estate Sales Agents Agents and Business Managers of Artists, Performers, and Athletes Financial Risk Specialists Accountants and Auditors Loan Officers Credit Counselors AI task-overlap percentile → ↑ Median pay
Occupations that perform Advise others on financial matters., by AI task-overlap and median pay

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

Data compiled June 2, 2026. Figures are estimates, not advice.

Cite this page
Plain

Singulariki. "Advise others on financial matters." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026. https://singulariki.com/activities/advise-others-on-financial-matters

APA

Singulariki. (2026). Advise others on financial matters. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/activities/advise-others-on-financial-matters

BibTeX 
@misc{singulariki-advise-others-on-financial-matters,
  title  = {Advise others on financial matters},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026},
  url    = {https://singulariki.com/activities/advise-others-on-financial-matters}
}

Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.