Hire a VA

Virtual assistants for financial advisors and wealth managers

Free up time for client meetings. Your assistant prepares review meetings, keeps the CRM current and handles paperwork and scheduling, under a signed NDA.

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Roles for financial advisors, RIAs and wealth management firms

Skilled VA prices. Every role comes as a monthly package, pay-as-you-go hours or a one-time project.

What your assistant handles

Your account manager turns these into a written checklist on your kickoff call.

  • Client review meeting scheduling and prep
  • CRM notes and follow-up tasks
  • Account paperwork and e-signature tracking
  • Newsletter and client communication drafts
  • Prospect follow-up and seminar sign-ups
  • Calendar and inbox management

Executive Assistant packages

Skilled VA prices. Choose any role and experience level on the order form.

Starter

20 hours a month · ≈5 hrs/week

$320/mo

$16.00/hr

For founders and busy professionals who need the inbox, calendar and follow-ups handled.

Choose Starter
Most chosen

Growth

40 hours a month · ≈10 hrs/week

$608/mo

$15.20/hr · save 5%

A steady part-time assistant for a growing business, with a weekly check-in call.

Choose Growth

Professional

80 hours a month · ≈20 hrs/week

$1,152/mo

$14.40/hr · save 10%

A half-time dedicated assistant with daily updates and a trained backup VA.

Choose Professional

Full-Time Dedicated

160 hours a month · ≈40 hrs/week

$2,176/mo

$13.60/hr · save 15%

Your own full-time assistant working your business hours, as part of your team.

Choose Full-Time Dedicated

What financial advisors, RIAs and wealth management firms search for

4 short guides with tasks, prices and how to hire.

By city and state

North Carolina virtual assistant for financial advisor bookkeepingVirtual assistant for financial planner Honolulu HI

Hire for your financial advisors and wealth manager business in your state

Executive Assistant pages for every state, with your local time zone.

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

Guides for financial advisors and wealth managers

Hiring a virtual assistant for financial advisors and wealth managers

Still unsure? Open the chat and ask an account manager directly.

How much does a virtual assistant for financial advisors and wealth managers cost?

Monthly packages start at $240 for 20 hours at the Skilled VA level. Pay-as-you-go hours start at $14.40 an hour with no monthly commitment. Senior Specialists cost 35% more and US-Based Specialists 90% more.

Which role should financial advisors, RIAs and wealth management firms hire?

Most start with an Executive Assistant. Administrative Assistant and Customer Service Assistant are also popular. One package can cover more than one kind of work: tell your account manager on the kickoff call.

Will my assistant know Redtail and Wealthbox?

Many of our assistants already work in Redtail, Wealthbox, Salesforce, Calendly, DocuSign. If yours uses something else, your assistant learns your setup during onboarding and writes it into a checklist.

Is my business and client information safe?

Every assistant signs an NDA, and logins are shared through an encrypted vault in your account, never by email.

How fast can an assistant start?

Most clients are matched within 1 to 3 business days of payment. Add rush onboarding for $49 and your assistant starts within 24 hours.

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Hire your assistant for financial advisors and wealth managers this week.

Hire a VA