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Apply to be a part of the Nifty team and work virtually with an inspiring group of industry professionals.

Join our team!

  • Work virtually within the United States
  • Collaborate with a firm that advisors trust
  • Gain mentorship from the Nifty team, advisors, and partners
  • Utilize Nifty's core systems for effectiveness and efficiency
  • Receive complimentary marketing underneath the Nifty brand
  • Be a part of a team that values your creativity, hard work, and service
  • Wear leggings and t-shirts (almost) every day

Apply to be a Virtual Assistant

Work directly with Registered Investment Advisors and join the leading firm for industry virtual assistance. All roles are part-time or full-time 1099 based on your availability.
Share your creative knowledge with the advisory world:
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  • Graphic designing (60%)
  • Social media management (25%)
  • Ad hoc tasks such as creating ads, copywriting, editing, creating campaigns, video editing, resolving technology issues, communicating with clients, website editing, email campaigns, blogs, etc. (15%)
Be the operations and servicing genius that every advisor needs:
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  • Workflow, paperwork, technology, and custodial support (60%)
  • Communicating directly with advisors and their clients (15%)
  • Ad hoc tasks such as building and auditing workflows, resolving technical issues,  drafting emails, conducting research, administrative support, etc. (25%)
Put your true financial planning knowledge to the test:
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  • Organizing, inputting, and auditing planning data (65%)
  • Drafting  plan recommendations (25%)
  • Ad hoc tasks such as conducting financial and investment research, modeling portfolios, reviewing reports, preparing and updating plans, resolving technology issues, etc. (10%)
Apply For Marketing
Apply For Client Servicing
Apply For Paraplanning

Current
Openings

We are always accepting applications for virtual assistants on a rolling basis. We encourage you to apply even if we are not actively recruiting as our needs change regularly.

Marketing
Accepting on a rolling basis
Client Servicing
Accepting on a rolling basis
Paraplanning
Accepting on a rolling basis

"After working in a really tough, stressful, anxiety-provoking work environment, I thought I wouldn't ever want to have a boss again. When I started working for Nifty, Michelle showed me that not every job has to be the way I imagined it was."

 

- Kelsey Van Wagoner