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150+ financial experts to choose from

Hire Virtual Assistants for Financial Advisors

While your competitors hire employees, you bring on a financial ally who thinks like you.

Our Comprehensive Suite of Services

Key Tasks Managed by Your Virtual Financial Assistant

Client Relationship Management

Our VA keeps client interactions smooth by handling follow-ups, scheduling review calls, and ensuring no inquiry goes unanswered.

Financial Data Handling

From organizing transaction records to analyzing data and updating books, our financial advisor VAs handle everything with accuracy and speed.

Market Research

They track market trends, product updates, and investment opportunities, giving you insights that help you advise smarter.

Performance Reporting

Your personal financial assistant pulls performance data, builds reports, and prepares client presentations.

Compliance Management

Our VAs ensure compliance with financial regulations and standards, maintaining integrity and avoiding business risk.

Digital File Organization

They manage and organize your digital files systematically for quick access, secure storage, and improved overall workflow efficiency.

Choose the Best

Why Wishup's Financial Planner Virtual Assistants?

Top Talent

Select from the top 0.1% of candidates, ensuring unmatched professional quality.

Instant Onboarding

Get an expert in a jiffy with our 60-minute onboarding process.

Flexible Hiring Options

Full-time or part-time, we customize according to your requirements.

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What Changed After They Hired Virtual Assistants

Took the Leap, Gained Their Time Back

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★★★★★

I appreciate the value a Wishup VA can bring to a business. The VAs of Wishup are very understanding and well trained in multiple skillsets, making them indispensable.

Niels Van De Bergh

Growth Consultant - Growth-Mechanics

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★★★★★

Working with Wishup has given our small and rapidly growing business the ability to move faster while simultaneously freeing up many hours a week. As a result, we can now focus on our strategy. The Wishup team will be a significant contributing factor to our future success.

Jason Gorman

Founder and Managing Partner - Jackrabbit LX

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★★★★★

We are very pleased with the work that Wishup Virtual Assistants have delivered for us. We use Wishup to augment many aspects of our business, from research, social media to marketing. Their staff is highly educated, very responsive, and experienced. We have been using them for over 6 months and have been telling others about our experience whenever we get the chance. The value they provide is truly immense.

Marvin Gouw

Co-Founder - Cubit

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★★★★★

We are extremely happy with Wishup VAs that work for SendX! If a job can be outsourced to a VA we first do that, instead of hiring a full time employee. This gives a unique execution advantage as hiring a VA takes in a few days rather than spending a few months hiring. Using Wishup for VAs has been a really great business decision for SendX and would strongly recommend them.

Mayank Agarwal

Co-Founder - SendX Inc.

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★★★★★

I have been using the services of Wishup for close to half a year now and I truly feel this is one of the best investments I have made.

Farhad Ahmed

Founder - Confetti Holdings

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★★★★★

These knowledge workers are so smart, educated, and articulate and also seek clarification to understand me as an individual and what I'm looking for. They are also very talented as critical thinkers.

Deb Coviello

Founder - Illumination Partners, LLC

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★★★★★

We have found the Wishup VAs to be a key part of our team at Springboard Pediatric Therapy. Utilizing a remote admin workforce has saved us money by making sure all our physical spaces are used for billable services and created an environment that has all the right, positive and happy therapy vibes.

Trish O'Brian

Pediatric Occupational Therapist & Owner - Springboard Therapy Practice

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★★★★★

Wishup's VA has successfully handled a variety of tasks for us, including email marketing, social media management, managing contractor/vendor communication, and handling administrative tasks. They have been efficient, productive, and always willing to go the extra mile. Since partnering with Wishup, we've experienced a significant improvement in our overall efficiency. Our VA has freed up our time to focus on providing our clients with the best possible care.

Dr. Aleksandra Gajer

Founder - The Gajer Practice

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★★★★★

Professional, trustworthy, and competent is how I would describe Virtual Assistants at Wishup. In just a few months, they’ve really impressed me with their services and made my life much easier. I have been able to delegate lots of administrative work and have a good amount of time to work on other serious concerns. I will highly recommend the services provided by Wishup.

Pranay Gupta

Co-Founder - 91Springboards

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View All

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Why You Need to Hire Specialized Virtual Assistants for Financial Advisors

What Is a Virtual Assistant for Financial Advisors?

A virtual assistant (VA) for financial advisors is a remote professional who handles administrative, operational, and specialized tasks, allowing advisors to focus on client strategy and growth. They typically work as contractors, using remote tools like email, Zoom, Slack, CRMs, or financial software.

Key Tasks VAs Handle for Financial Advisors

Client Communication & Scheduling

  • Manage appointments, confirmations, follow-ups, and travel plans.

Data & Report Preparation

  • Prepare quarterly reviews, net worth summaries, and CRM data entry.

Administrative Support

  • Email triage, document prep, form processing, billing, and expense tracking.

Marketing & Research

  • Handle lead generation tasks, company research, and social media posts.

Benefits of Hiring a Financial Advisor VA

Save Time & Reduce Overload

  • Offload ~16+ hours/week of non-core tasks to focus on client work.

Cost-Efficiency

  • Pay for only needed time—typically $15–$50/hr depending on task complexity.

Scale Smoothly

  • Easily add support as your practice grows—without full-time overhead.

Improve Client Experience

  • Faster response, better scheduling, and well-prepared meeting materials.

How to Hire a Virtual Assistant for Financial Advisors

  • Define your priorities — admin, client support, research, or compliance-specific tasks
  • Seek finance-focused experience — familiarity with financial tools, CRMs, and compliance protocols
  • Compare platforms & referrals — explore specialized VA services (e.g., Zirtual, 20four7VA) and personal network referrals
  • Assess systems and tools — confirm VA’s proficiency in Zoom, CRMs, financial software, secure communications
  • Check compliance & confidentiality — sign NDAs, verify protocols if handling sensitive client data
  • Start small & scale — begin with a pilot project or introductory hours package to assess fit

How to Write a Job Post for a Financial Advisor VA

Title: Virtual Assistant for Financial Advisor

Responsibilities:

  • Manage client onboarding process and CRM maintenance
  • Schedule meetings, prepare agendas & summarize discussions
  • Create client-ready materials and financial presentations
  • Handle invoicing, expense tracking, billing, and budget reports
  • Triage email, coordinate follow-ups, and support client communication
  • Conduct research, vendor coordination, or travel planning

Qualifications:

  • Experience supporting financial advisors, knowledge of CRM or financial tools
  • Strong organizational, written communication, and analytical skills
  • Familiarity with compliance and data privacy standards (e.g. SEC-required confidentiality)
  • Proficiency with remote collaboration platforms (Zoom, Slack, email)

Preferred:

  • Background in finance/wealth management
  • Experience with expense/budget tools and client statements
  • Prior remote working experience

Cost of Hiring a Financial Advisor Virtual Assistant

Hourly rates:

  • Standard administrative tasks: US $15–30/hr
  • Specialized tasks (e.g., financial reports, compliance): US $30–100/hr+

Retainers or packages:

  • Introductory bundles (e.g., 10 hours for $550)
  • Platform-based pricing: e.g., Zirtual’s plans range from $549–1,699/month

Costs vary depending on:

  • Task complexity, basic vs. high-level financial support
  • Required hours and frequency
  • Compliance or specialized expertise demands
  • Choice of provider (US-based vs. offshore VAs)

Choosing the Right VA

  • Financial sector expertise: CPA/bookkeeping knowledge, compliance familiarity
  • Compliance & Security: Background checks, audit trails, privacy agreements
  • Strong onboarding & support: Dedicated point-of-contact and backup assistants
  • Technology alignment: Familiarity with advisors’ tools (CRM, DocuSign, email, calendar)

DIY vs. Professional VA: What’s Best?


Task Type DIY VA Platforms Specialized VA
Basic admin (emails, scheduling) ✅ affordable, general platforms (e.g., Upwork) ✅ + industry-tailored workflows
Financial/prep work ❌ high risk of missteps ✅ accurate with financial familiarity
Compliance & security ❌ variable ✅ structured with privacy safeguards
Scaling & growth ⚠️ may need frequent training ✅ smoother with built-in backup
Marketing/lead support ✅ generic support ✅ aligned with financial compliance

Frequent Asked Questions

A financial advisor virtual assistant is a remote professional trained to support financial advisors with tasks like meeting scheduling, financial planning, data analysis, bookkeeping, data entry, CRM updates, report preparation, and client communication, and more.

Yes, our assistants are trained to handle routine compliance-related tasks like organizing documentation, formatting client files, and preparing for audits.

Our financial virtual assistants are pre-trained on 70+ industry tools, including Salesforce, QuickBooks, and Excel. They are pre-vetted with a rigorous 6-step hiring process, so you don’t have to go through it all, investing your time and money. All you need to do is choose, hire, and start delegating work.

Absolutely. At Wishup, we follow strict data security protocols. All assistants use Time Doctor software, which captures periodic screenshots, work in secure environments, and are trained in data confidentiality, which is important when handling sensitive financial information.

You can start by hiring VAs as little as 4 hours a day or go full-time. We offer flexible plans to scale based on your workload and budget, perfect whether you're a solo advisor or part of a larger financial planning firm.

Our assistants are well-versed in tools commonly used by financial professionals. These include CRMs like Zoho and HubSpot, bookkeeping software such as QuickBooks, spreadsheets and reporting tools like Excel and Google Sheets, communication platforms like Slack and Zoom, and task management tools like Trello and Asana.

A financial advisor virtual assistant can easily plug into your existing workflow, supporting your in-house staff by handling overflow work, repetitive tasks, or covering during peak seasons.

Yes, our financial planner virtual assistants can assist with bookkeeping tasks, including categorizing expenses, reconciling statements, and organizing financial records for your accountant.

Your assistant financial advisor will align with your preferred timezone, typically working from 9 AM to 5 PM EST or PST.

At Wishup, you can hire a skilled financial planning assistant starting as low as $9.99 per hour, offering you quality support at a highly competitive rate.