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

Join our team!

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:

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:

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:

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

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

Join our team!

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

Share your creative knowledge with the advisory world:

​

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:

​

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:

​

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%)

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.

Current
Openings