About Us

At Nifty Advisor Support, we're redefining how financial advisors grow and scale their businesses. We provide behind-the-scenes operational support, virtual assistance, and workflow optimization that empower financial advisors to focus on what matters most—serving their clients. Our team works closely with top-tier advisors across the country, streamlining their practices with expert-level precision and care. At Nifty, we're more than just support—we’re strategic partners in success.

What We Offer

We specialize in helping financial advisors run more efficient, productive, and profitable businesses through tailored back-office support. Our services include:

• Virtual administrative support
• CRM management and data organization
• Workflow design and automation
• Client onboarding and scheduling
• Customized project management

Whether it's daily tasks or long-term process improvements, we deliver with excellence, integrity, and professionalism.

Why Choose?

We're a values-driven, remote-first company that believes in the power of people and process. At Nifty, you’ll be part of a collaborative, supportive environment where your work directly contributes to the success of our clients. We invest in your growth, prioritize work-life balance, and celebrate wins—big or small.

Join Our Team

We’re growing and looking for detail-oriented, self-motivated individuals who thrive in dynamic environments. If you're passionate about delivering outstanding service, love systems and organization, and want to be part of a forward-thinking company, we’d love to meet you.