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Financial Specialists

Lightly edited

AI performs some of this work. Most of it still needs a person. The BLS expects 4.1% more of these jobs by 2035, faster than the 3.5% average.

36%AI does34%AI helps30%Still yours

Financial work often uses specialised, compliant AI tools that consumer Copilot data does not see, so this file probably understates how much AI touches it.

Rank
#165 of 785 jobs, by how much of the work AI does
US jobs, 2025 to 2035
+4.1% All jobs: +3.5%
Median US pay
$81,100 a year, 2025
People doing it
137,800 in the US, with about 9,400 openings a year

The work, 25 activities

The job description, marked up.

Every activity in this job, the biggest first. Tap a line for the evidence.

  • deleAI does this
  • +AIAI helps
  • stetStill yours
  1. AI helps with this: Analyze business or financial data16%

    People asked AI for help with this in about 1 in 719 conversations, and it got them there 72% of the time.

  2. AI helps with this: Investigate criminal or legal matters15%

    People asked AI for help with this in about 1 in 1,075 conversations, and it got them there 83% of the time.

  3. AI does this: Develop operational or technical procedures or standards10%

    AI performed this in about 1 in 1,089 Copilot conversations and completed it 92% of the time.

  4. AI does this: Advise others on business or operational matters8%

    AI performed this in about 1 in 290 Copilot conversations and completed it 92% of the time.

  5. Still yours: Prepare legal or regulatory documents7%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  6. AI does this: Gather information from physical or electronic sources4%

    AI performed this in about 1 in 28 Copilot conversations and completed it 87% of the time.

  7. AI does this: Maintain current knowledge in area of expertise4%

    AI performed this in about 1 in 40 Copilot conversations and completed it 91% of the time.

  8. Still yours: Record information about legal matters3%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  9. Still yours: Interview people to obtain information3%

    People try AI for this, but it seldom finishes the work in full.

  10. Still yours: Maintain operational records3%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  11. Still yours: Supervise personnel activities3%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  12. AI does this: Communicate with others about business strategies3%

    AI performed this in about 1 in 1,508 Copilot conversations and completed it 95% of the time.

  13. AI does this: Advise others on legal or regulatory matters3%

    AI performed this in about 1 in 456 Copilot conversations and completed it 93% of the time.

  14. Still yours: Present information in legal proceedings3%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  15. Still yours: Analyze business or financial risks3%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  16. AI does this: Train others on operational or work procedures2%

    AI performed this in about 1 in 348 Copilot conversations and completed it 92% of the time.

  17. Still yours: Prepare financial documents, reports, or budgets2%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  18. Still yours: Negotiate contracts or agreements2%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  19. AI does this: Evaluate the characteristics, usefulness, or performance of products or technologies1%

    AI performed this in about 1 in 237 Copilot conversations and completed it 93% of the time.

  20. AI helps with this: Obtain formal documentation or authorization1%

    People asked AI for help with this in about 1 in 585 conversations, and it got them there 93% of the time.

  21. AI helps with this: Maintain safety or security1%

    People asked AI for help with this in about 1 in 1,066 conversations, and it got them there 93% of the time.

  22. AI helps with this: Provide information to guests, clients, or customers1%

    People asked AI for help with this in about 1 in 75 conversations, and it got them there 91% of the time. In this job the work is hands-on, so AI can only assist.

  23. AI does this: Develop technical specifications for products or operations1%

    AI performed this in about 1 in 1,901 Copilot conversations and completed it 90% of the time.

  24. Still yours: Monitor financial data or activities1%

    Barely appears in AI conversations: fewer than 1 in 2,000.

  25. AI does this: Evaluate programs, practices, or processes1%

    AI performed this in about 1 in 1,764 Copilot conversations and completed it 93% of the time.

2025 to 2035

Ten years from now.

For every 100 of these jobs in 2025, the BLS projects 104 in 2035. Across all US jobs, about 104.

US jobs by 2035+4.1%
shrinkingyellow tick: all jobs +3.5%growing

About 9,400 openings a year, from growth and from people who retire or move on.

The wire

On the wire.

Nothing filed about this job yet. The latest from the Work front:

More from the Work front →

How to read this file.

deleAI does this. In US Bing Copilot conversations from January to September 2024, AI itself performed the activity, completed it and made a real difference often enough to count.

+AIAI helps. People brought the activity to AI as their own goal, and it usually got them there.

stetStill yours. It barely shows up in AI use, AI rarely finishes it, or in this job it needs hands.

Shares are weighted by how much each activity matters in the job, using O*NET. Microsoft’s own AI applicability score for this job is 0.25, higher than 79% of jobs.

Doing an activity is not doing a job. The researchers behind this data warn against reading it as job loss, and so do we. It is US data; the shape of the work travels.

Financial work often uses specialised, compliant AI tools that consumer Copilot data does not see, so this file probably understates how much AI touches it.

Sources: Microsoft Research, Working with AI (2025) · O*NET OnLine, 13-2099 · BLS Employment Projections 2025 to 2035

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