BETA
Updated: Mar 2
BETA
Updated: Mar 2
Evolving
Last Update: 2/17/2026
Your role’s AI Resilience Score is
35.3%
Median Score
Changing Fast
Evolving
Stable
This reflects the reliability of your score based on the number of data sources available for this career and how closely those sources agree on the outlook. A higher confidence means more consistent evidence from labor experts and AI models.
What does this resilience result mean?
These roles are shifting as AI becomes part of everyday workflows. Expect new responsibilities and new opportunities.
AI Resilience Report for
Securities, Commodities, and Financial Services Sales Agents
They help people invest money by buying and selling stocks, bonds, and other financial products to grow their wealth.
This role is evolving
This career is labeled as "Evolving" because many routine tasks like tracking markets, crunching numbers, and preparing reports are being automated by AI tools. These technologies, like robo-advisors and AI assistants, help financial agents work more efficiently by handling data-heavy tasks.
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View analysisChat with CoachLatest newsMore career infoAnalysisChatNewsMoreThis role is evolving
This career is labeled as "Evolving" because many routine tasks like tracking markets, crunching numbers, and preparing reports are being automated by AI tools. These technologies, like robo-advisors and AI assistants, help financial agents work more efficiently by handling data-heavy tasks.
Read full analysisContributing Sources
We aggregate scores from multiple models and supplement with employment projections for a more accurate picture of this occupation’s resilience. Expand to view all sources.
AI Resilience
AI Resilience Model v1.0
AI Task Resilience
Changing fast16.0%
16.0%
Microsoft's Working with AI
AI Applicability
Changing fast27.1%
27.1%
Anthropic's Economic Index
AI Resilience
Changing fast7.0%
7.0%
Will Robots Take My Job
Automation Resilience
Evolving33.8%
33.8%
High Demand
Labor Market Outlook
We use BLS employment projections to complement the AI-focused assessments from other sources.
Learn about this scoreGrowth Rate (2024-34):
3.3%
Growth Percentile:
54.7%
Annual Openings:
38,100
Annual Openings Pct:
78.7%
Analysis of Current AI Resilience
Financial Sales Agent
Updated Quarterly • Last Update: 2/17/2026
What's changing and what's not
Many of the data- and paperwork-heavy tasks in financial sales are already getting AI help. For example, some firms use “robo-advisors” or AI assistants to suggest investments and prepare reports. McKinsey reports that new “agentic AI” tools can automate complex banking workflows [1].
For instance, Morgan Stanley now has an AI note-taking assistant that listens in on client meetings and writes up notes and follow-up emails [2]. Even the World Economic Forum notes that by 2027 a large share of retail investors will rely on AI-driven advice [3]. These examples show that tasks like tracking markets, crunching numbers, and summarizing information (the tasks with 80–85% automation risk) are becoming computerized or augmented by AI.
Other tasks still need calm human judgment. According to O*NET, sales agents “advise customers about stocks… and market conditions,” which means guiding clients on important choices [4]. That kind of talk and trust is hard to automate.
Even with powerful tools, firms stress the “human touch” in finance. Morgan Stanley says it built its AI assistant so advisors can spend more time on clients – because in the end the advisors’ own advice and relationships remain “fundamental.” [2] In short, AI is helping with research and reports, but personal tasks like interviewing clients and giving tailored advice still rely on people.
Sources
AI in the real world
Financial firms are eager to use AI where it makes business sense, but they move carefully. On the upside, studies find big gains: McKinsey reports that banks using AI see 3–15% higher revenues per advisor and 20–40% lower costs [1]. These improvements strongly encourage adoption.
Likewise, industry analysts predict rapid uptake: one Deloitte study cited by the WEF forecasts about 80% of retail investing will rely on AI tools by 2027–2028 [3]. In other words, many firms are already adding AI apps for market analysis and client-service tasks.
On the downside, rolling out AI in finance has challenges. Generative AI systems must be trained on secure data and fit into strict regulations. Building these systems can cost a lot up front, and companies still need skilled people to check the results.
Importantly, many clients prefer speaking to a real person about their life goals or money worries. As Morgan Stanley’s advisors note, AI can speed up work – but the advisor’s own “service, advice, and…relationships – the human touch” – stays crucial [2]. In practice, this means AI is being adopted as a helper.
It will streamline reports, market updates, and routine communication, but human agents will still lead on planning, decisions, and customer care.
Sources
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More Career Info
Career: Securities, Commodities, and Financial Services Sales Agents
Parent Careers
Employment & Wage Data
Median Wage
$78,140
Jobs (2024)
514,500
Growth (2024-34)
+3.3%
Annual Openings
38,100
Education
Bachelor's degree
Experience
None
Source: Bureau of Labor Statistics, Employment Projections 2024-2034
Task-Level AI Resilience Scores
AI-generated estimates of task resilience over the next 3 years
1
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
2
Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.
3
Evaluate costs and revenue of agreements to determine continued profitability.
4
Purchase or sell energy or energy derivatives for customers.
5
Sell services or equipment, such as trusts, investments, or check processing services.
6
Prepare documents needed to implement plans selected by clients.
7
Prepare forms or agreements to complete sales.
Tasks are ranked by their AI resilience, with the most resilient tasks shown first. Core tasks are essential functions of this occupation, while supplemental tasks provide additional context.
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