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Hire Virtual Assistants for Financial Advisors

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Our Comprehensive Suite of Services

Key Tasks Managed by Your Virtual Financial Assistant

Client Relationship Management

Enhance client engagement by managing communications and scheduling important meetings or reviews.

Financial Data Handling

Streamline data entry, maintain records, and analyze financial data to support decision-making.

Market Research

Stay ahead with comprehensive research on market trends, investment opportunities, and financial products.

Performance Reporting

Create detailed performance reports and presentations to keep clients informed and engaged.

Compliance Management

Ensure adherence to financial regulations and standards, reducing risk and maintaining integrity.

Digital File Organization

Manage and organize digital files for easy access and enhanced 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 30-minute onboarding process.

Flexible Hiring Options

Full-time or part-time, tailor our services to your firm’s needs.

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Hiring was never this easy

Our 3-step easy hiring process

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Discuss your needs with our experts

Read our reviews to make an informed decision

900+ clients can’t be wrong

Explore our wide range of services

We do a lot more than just financial assistance

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Frequent Asked Questions

A financial virtual assistant can help you with administrative tasks, financial planning, investment management, client servicing, etc.

We have no lock-in contracts, so you can discontinue the service anytime.

Your assistant financial advisor will work from 9 am to 5 pm ET/PT.

At Wishup, you can hire a financial planning assistant starting from $9.99 per hour.

Think You Are a Good Fit for Our VA Team?

Ready to Join the VA Dream Team? We're Excited to See If You're the Perfect Fit and Ready to Embark on a Journey of Growth and Success with Us!
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