Sometimes working in a stuffy cubicle just doesn't cut it. You yearn to be something bigger than yourself, to find balance, and to live holistically. You want the freedom that comes with working virtually, but competition becomes rough without the knowledge, tools, and resources a team offers.
At Nifty, we love to serve, learn, and create amazing experiences around us. Despite being passionate freelancers, we believe teamwork makes the dream work in the everchanging RIA space. Find your tribe with Nifty and apply to be a Nifty team member today.
Applications are reviewed on a rolling basis.
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Work virtually from anywhere
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Collaborate with a firm that advisors trust
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Gain mentorship from the Nifty team, advisors, and partners
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Utilize Nifty's core systems for relationship management, effectiveness, and efficiency
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Receive complimentary marketing underneath the Nifty brand
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Be a part of a team that values your creativity, hard work, and service
An application with no video will not be considered. Applications are reviewed on a rolling basis and you may be contacted when team opportunities are available dependent on your experience, availability, and talent. Recommendation letter(s) is encouraged, but optional.
All roles are part-time 1099 based on your availability. Minimum 10 hours per week.
Share your creative knowledge with the advisory world:
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Graphic designing (60%)
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Social media management (25%)
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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%)
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Communicating directly with advisors and their clients (15%)
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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%)
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Drafting plan recommendations (25%)
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Ad hoc tasks such as conducting financial and investment research, modeling portfolios, reviewing reports, preparing and updating plans, resolving technology issues, etc. (10%)