Virtual Assistant for Financial Advisors: How RIAs Free Up 25 Hours a Week

Financial advisors and RIAs grow by meeting with clients, not by formatting account paperwork. A dedicated virtual assistant takes the back office work off your desk so you can spend more time on planning conversations and prospecting.

What a Financial Advisor VA Handles

• Client onboarding and paperwork prep

• CRM updates in Redtail, Wealthbox, or Salesforce FSC

• Meeting prep packs with reports from Orion, Black Diamond, eMoney

• Client communication and scheduling

• Compliance file maintenance and audit prep

• Money in motion tracking and follow ups

What It Costs

Financial advisor VAs at 5CVAS start at $9 per hour. Senior VAs with multi year RIA experience run $14 to $20 per hour. A US-based advisor assistant runs $55,000 to $75,000 a year fully loaded for similar output.

Frequently Asked Questions

How much does a financial advisor VA cost?

Our financial advisor VAs start at $9 per hour with no long term contracts. Most RIAs and advisors save 60 to 70 percent versus hiring locally.

What advisor software do your VAs know?

Our VAs work with Redtail, Wealthbox, Salesforce Financial Services Cloud, Orion, Black Diamond, eMoney, RightCapital, and DocuSign.

What tasks can an RIA VA handle?

Client onboarding, paperwork prep, CRM updates, meeting prep packs, client communication, scheduling, compliance file maintenance, and money in motion tracking.

Can a VA help with client meeting prep?

Yes. They build meeting agendas, pull reports from your portfolio software, and prep client folders.

How experienced are your financial advisor VAs?

Most have 1 to 3 plus years supporting US RIAs or wirehouse advisors and understand advisor workflows and compliance basics.

Can a VA handle compliance friendly client communication?

Yes. They follow your approved templates and escalate anything outside scope.

What hours do your VAs work?

Our VAs work US business hours in your time zone.

How quickly can I onboard a VA?

Most clients are matched and onboarded within 5 to 7 business days.

Can a VA do client review prep and follow ups?

Yes. Annual review prep, follow up tasks, and next meeting scheduling are standard tasks.

Do I have to commit to a long term contract?

No. We work month to month with no long term commitment.

What if the VA is not a good fit?

We replace them at no cost.

How do I get started?

Book a quick call at calendly.com/contact-5cvas and we will scope your needs, then present matched candidates within 5 to 7 days.

Spend less time on paperwork, more time with clients. Book a call at calendly.com/contact-5cvas.