Virtual assistants for
Virtual Assistants for Financial Advisors
Less admin. More of the work that pays.
A financial advisor virtual assistant handles the client service and administrative work of an advisory practice: scheduling and meeting preparation, follow-up and task tracking, onboarding paperwork, service requests, CRM administration in tools like Wealthbox, Redtail, and Salesforce, and client communication from approved templates. Advice, recommendations, and anything requiring registration stay with the advisor and your compliance program.
Advisors grow on client conversations and drown in the follow-up from them. Every meeting produces tasks, paperwork, and updates that someone has to chase. Our advisor VAs run that layer inside your CRM and portals, under your compliance rules, so the advisor's calendar holds client meetings instead of admin.
Managed by VA Hub PRO. Fast replacement at no extra cost.
Updated
The VA Hub PRO model
We work inside the tools you already use
Not on the list? We learn it. Your VA is trained on your specific setup during onboarding.
What we actually do
What our financial advisor VAs handle
Scheduling
Review meetings booked on your cadence, confirmations and reschedules handled.
Meeting prep
Agendas, account summaries, and documents assembled from your systems ahead of each meeting.
Meeting follow-up
Notes filed, tasks created, next steps sent to clients from your approved templates.
Onboarding paperwork
Account applications and transfer forms prepared for advisor review, chased through e-signature.
Service requests
Address changes, beneficiary updates, and document requests prepared and tracked to done.
CRM administration
Wealthbox, Redtail, or Salesforce kept current: contacts, tasks, workflows, notes.
Client communication
Birthday and milestone touches, event invitations, and routine updates in your voice.
Reporting support
Client review packets assembled from your portfolio and planning tools.
Compliance-first by design
Advisory work is regulated, archived, and supervised. Your VA works only inside your approved channels and systems so every message is captured by your archiving, follows scripts your compliance officer has cleared, and never touches advice. Custodian and account access follows your firm's policy, with the minimum the role needs.
Software we work in
Your VA works inside your CRM, planning tools, and custodian portals under your permissions.
- CRM: Wealthbox, Redtail, Salesforce Financial Services Cloud, Practifi
- Planning and portfolio: eMoney, MoneyGuidePro, Orion, and your custodian portals for document prep
- Scheduling and communication: Calendly, your archived email and text platforms
- Documents and signatures: DocuSign, your custodian's e-signature, Google Workspace or Microsoft 365
Your first 30 days
- Week 1: system access at the minimum needed; approved templates, meeting-prep checklist, and escalation rules documented with your compliance contact
- Week 2: your VA runs scheduling and meeting prep live, with the advisor reviewing every client-facing item
- Weeks 3 and 4: follow-up, service requests, and CRM workflows added; the weekly client-service report starts
Where the line is
An advisor VA does not give financial advice, make or communicate recommendations, discuss performance or strategy with clients, or execute transactions. Everything they handle is administrative and from approved templates. Your compliance program decides what the VA can see, send, and say.
Financial advisors and wealth management practices
Is this you?
Here is what you get.
Who this service is for
- Solo advisors doing their own scheduling and meeting prep
- Practices whose client service associate is at capacity
- Firms standardizing onboarding paperwork across advisors
- Advisors who want every client touched on a schedule, not when there is time
What is included
- An advisory-service-trained VA under confidentiality agreement
- Meeting-prep, follow-up, and onboarding SOPs cleared with your compliance contact
- CRM kept accurate and workflows running
- Weekly reporting on meetings prepared, tasks closed, and open service requests
- Management and fast replacement by VA Hub PRO
Meet your operator
One accountable operator, backed by our team.
You are not renting hours. You are handing off a result to an assistant who owns it, trained before day one, working inside your software, and managed by VA Hub PRO so you never manage a freelancer again.
Vetted and background checked
Trained on AI tools and GoHighLevel before day one
Managed and quality-reviewed by VA Hub PRO
Replaced fast at no extra cost if it is not a fit
Every operator is
- Background checked and under confidentiality agreement
- Trained on AI tools and GoHighLevel before day one
- Fluent English, clear in writing and on the phone
- One accountable operator, backed by the VA Hub PRO team
- Managed and quality-reviewed, replaced fast if it is not a fit
Simple, managed pricing
Flat monthly plans, not per-task billing. Every plan includes vetting, training, day-to-day management, and fast replacement at no extra cost.
Part-time
$1,200/mo
20 hours per week
Full-time
$2,000/mo
40 hours per week
Managed by VA Hub PRO. Fast replacement at no extra cost.
Frequently asked questions
What does a financial advisor virtual assistant do?
A financial advisor virtual assistant handles scheduling, meeting prep and follow-up, onboarding paperwork, service requests, CRM administration in Wealthbox, Redtail, or Salesforce, and client communication from approved templates. Advice, recommendations, and transactions stay with the advisor.
Is it compliant to use a virtual assistant in an advisory practice?
Advisory firms routinely use unregistered administrative staff for scheduling, paperwork, CRM, and client service. The specifics depend on your registration, your broker-dealer or RIA policies, and your archiving setup; we scope the role with your compliance contact and keep every task on the administrative side of the line.
Can the VA communicate with my clients?
Yes, through your archived channels and from templates your compliance officer has approved: scheduling, confirmations, document requests, and routine updates. Any question about accounts, performance, or advice goes to the advisor.
Which CRM and planning tools do your VAs know?
Wealthbox, Redtail, Salesforce Financial Services Cloud, and Practifi for CRM; eMoney, MoneyGuidePro, and Orion for planning and portfolio document prep; Calendly and DocuSign around them. Your VA learns your specific setup during onboarding.
Can they prepare account paperwork?
Yes: applications, transfer forms, and service requests prepared in your custodian's system or forms library for the advisor to review, then chased through e-signature and tracked to completion. The VA prepares and follows up; the advisor reviews and submits.
How do you handle sensitive client data?
Access is limited to the systems and records the role needs, through your platform permissions and a password manager you control, with all communication inside your archived channels. Assistants are background checked and under confidentiality agreement, and access can be revoked instantly.
Can they run my client review cadence?
Yes. Review meetings scheduled on the cadence you set per client tier, prep packets assembled ahead of each one, and follow-up tasks tracked to done, reported weekly so nothing slips between reviews.
How much does a financial advisor VA cost?
You pay one flat monthly fee: $1,200 for part-time (20 hours per week) or $2,000 for full-time (40 hours per week). We manage the whole relationship for that price, including vetting, training on your tools, quality checks, and replacing the assistant free of charge if needed.
Ready to hand this off?
Book a discovery call. We will map what you should delegate, what should be automated, and what it costs. No pitch you did not ask for.
Managed by VA Hub PRO. Fast replacement at no extra cost.
Discovery call this week. Your operator usually starts within about a week after.