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A virtual assistant for financial advisors

Reviewed by the VirtualAssist team · Updated 20 October 2026 · Editorial policy

A virtual assistant for financial advisors keeps the practice running: meetings scheduled, onboarding paperwork chased, the CRM up to date and clients followed up.

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How much time could you get back?

Move the sliders to the hours you spend each week on tasks an assistant could take over.

0 hback every month
0 daysof working time a month
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What you get

Meetings handled

Reviews and prospect meetings booked and confirmed.

Onboarding paperwork

Forms prepared and chased, signatures tracked.

CRM hygiene

Notes, tasks and client records kept current.

Client follow-up

Birthday notes, review reminders and newsletters sent.

Questions advisors ask before hiring

  • Is the assistant US-based, and how is client data protected?
  • Will they need access to client accounts (keep it to admin systems)?
  • Can they work in my CRM and planning software?
  • How are compliance-sensitive emails reviewed before sending?

Who it's for

  • Independent financial advisors
  • Financial planners
  • Wealth management teams
  • Insurance and retirement specialists

How it works

Tell us what you need

Tasks, hours and where your assistant should be based.

Free consultation call

A short call to understand your business and goals.

Get matched

With the right assistant for your work, tools and time zone.

Request a free consultation

Tell us a little about your business and the help you need. We'll arrange a short call to understand your work and match you with the right assistant or receptionist. No obligation.

What do you need? *
Where should your assistant be based? *
Which tasks? (optional, pick any)

* Required

Prefer email? hello@virtualassist.com

Questions

What can a VA do for a financial advisor?

Scheduling, onboarding paperwork, CRM updates, client communications and marketing support. Advice and regulated activities stay with the advisor.

Should a financial advisor's VA be US-based?

Many advisors prefer US-based support for time zones and data-handling comfort; check your compliance requirements.

How many hours do advisors usually need?

Many start with 10 to 20 hours a month and grow with their client base.

Related guides

US-based virtual assistantsRead →Bookkeeping VARead →Insurance VARead →Executive assistantsRead →
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