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Certified Financial Planner Jobs in Decatur, GA (NOW HIRING)

W3Global Inc.

Financial Planner

Alpharetta, GA

$100K - $150K/yr

ROLE - FINANCIAL PLANNER (Wealth Management Firm) LOCATION - ALPHARETTA, GA WORK TYPE - FULL-TIME | ... Certifications: CPA required with either PFS or CFP designation; PFS preferred * Technical:

Aprio

Senior Financial Planner

Atlanta, GA · On-site

$125K - $150K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... The Senior Financial Planner will deliver comprehensive financial planning to clients with ...

DataAnnotation

Financial Planner

Atlanta, GA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Aprio

Senior Financial Planner

Atlanta, GA

$125K - $150K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... The Senior Financial Planner will deliver comprehensive financial planning to clients with ...

DataAnnotation

Financial Planner

Sandy Springs, GA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA · On-site

$73.10K - $98.10K/yr

As a Senior Financial Planner, you will play a key role in providing comprehensive financial ... CFP Certification. * Experience with Salesforce, Orion, and Schwab is strongly preferred.

DataAnnotation

Financial Planner

South Fulton, GA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Cityview Helicopter Tours

Financial Planner

Atlanta, GA · On-site

$73.10K - $98.10K/yr

The Perfect Fit: * 2+ years of sales and business development experience. Not afraid to run a full desk. * You have the ability to work independently and set your own goals. * You're sick of being ...

Mercer Advisors

Financial Planner (Atlanta, GA)

Atlanta, GA · Hybrid

$73.10K - $98.10K/yr

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized ...

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All JobsCertified Financial Planner JobsCertified Financial Planner Jobs in Decatur, GA

Certified Financial Planner information

See Decatur, GA salary details

$59.6K

$99.5K

$137.7K

How much do certified financial planner jobs pay per year?

As of May 29, 2026, the average yearly pay for certified financial planner in Decatur, GA is $99,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $111,800.00 per year, depending on experience, location, and employer.

What Is the Job of a Certified Financial Planner?

A certified financial planner (CFP) recommends different short- and long-term investment opportunities to a client based on their current income, budgetary constraints, future earnings potential, retirement plans, financial goals, and numerous other factors. As a CFP, you take the information from the client and analyze it to determine which types of investment strategies can help them achieve their goal. These strategies may include investing in property, a retirement plan, purchasing stocks, or investing in mutual funds. You then give advice to your client and recommend other finance experts who can help carry out the advice.

What are the key skills and qualifications needed to thrive as a Certified Financial Planner, and why are they important?

To thrive as a Certified Financial Planner, you need expertise in financial planning, investment strategies, and tax regulations, supported by a bachelor's degree and CFP certification. Familiarity with financial planning software, portfolio management tools, and CRM systems is commonly required. Strong interpersonal skills, ethical judgment, and clear communication help build client trust and tailor financial advice. These skills are crucial for delivering effective financial solutions and maintaining long-term client relationships in a highly regulated industry.

What are some typical challenges a Certified Financial Planner faces when building and maintaining client relationships?

Certified Financial Planners often encounter challenges such as building trust with new clients, managing diverse financial goals, and communicating complex financial concepts in an understandable way. Additionally, they must stay updated on changing regulations and market conditions to provide relevant advice. Maintaining strong, ongoing relationships requires regular check-ins, proactive planning for life changes, and being responsive to clients’ evolving needs, all of which are essential for client retention and satisfaction.

What is a Certified Financial Planner?

A Certified Financial Planner (CFP) is a professional who has met rigorous education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards. CFPs help individuals and businesses develop comprehensive financial plans, including investment, retirement, tax, estate, and insurance planning. They are held to a fiduciary standard, meaning they are obligated to act in their clients' best interests. Earning the CFP designation demonstrates expertise and a commitment to ongoing professional development.

What is the difference between Certified Financial Planner vs Financial Advisor?

AspectCertified Financial PlannerFinancial Advisor
CertificationsCFP certification requiredNo specific certification required
Work EnvironmentFinancial planning firms, independent practiceBanks, investment firms, independent
Services ProvidedComprehensive financial planning, estate, retirementInvestment advice, asset management, financial products
RegulationRegulated by CFP Board, fiduciary dutyVaries; often regulated but not always fiduciary

While both Certified Financial Planners and Financial Advisors assist clients with financial goals, CFPs have specialized certification and adhere to fiduciary standards, offering comprehensive planning. Financial Advisors may provide similar services but without the mandatory certification or fiduciary obligation.

More about Certified Financial Planner jobs
What are popular job titles related to Certified Financial Planner jobs in Decatur, GA? For Certified Financial Planner jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Certified Financial Planner jobs in Decatur, GA look for? The top searched job categories for Certified Financial Planner jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Certified Financial Planner jobs? Cities near Decatur, GA with the most Certified Financial Planner job openings:
Certified Financial Planner jobs near you
Infographic showing various Certified Financial Planner job openings in Decatur, GA as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 77% Full Time, 16% Part Time, and 5% Contract. Highlights an 17% Physical, 8% Hybrid, and 75% Remote job distribution, with an average salary of $99,527 per year, or $47.8 per hour.

Certified Financial Planner

Elm3 Financial Group

Alpharetta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Elm3 Financial Group seeks an experienced, collaborative, and dedicated Certified Financial Planner® to join our growing team. Elm3 Financial Group is an investment advisory and fee-only financial planning firm dedicated to providing our clients with personalized services that support them in realizing their goals and dreams. As a CFP® with Elm3 Financial Group, you will be responsible for managing a portfolio of financial planning clients with diverse goals and needs while also collaborating with the Chief Investment Officer and other members of the firm to ensure the best continuity of care for our clients.

Who You Are

  • You are passionate about client-centered financial planning, in which you work to understand our clients’ needs, goals, and values and accordingly tailor plans to each specific client.
  • You are a highly collaborative person and are capable of effectively communicating with a team of investment, tax, bookkeeping, and other financial services professionals both within and outside of Elm3 Financial Group.
  • You are proactive and take initiative to support your fellow co-workers as well as problem solve, with the goal of providing the best possible service to our clients.
  • Your work reflects a commitment to excellence and timeliness as well as an ability to creatively develop solutions and consider options for our financial planning clients.
  • You are eager to grow and learn as a financial planner and actively seek out ongoing educational opportunities.
  • You are experienced in providing retirement, Social Security, investment, tax (both personal and business), insurance, education, and estate planning services.

Job Duties

  • Completing initial, comprehensive financial plans for new clients.
  • Providing quarterly email updates to all ongoing financial planning clients.
  • Meeting at least annually with all financial planning clients to review and update their plan.
  • Completing Net Worth and Income and Expense sheets, analyzing Monte Carlo simulations, analyzing investment portfolios and stock options, preparing tax plans and analysis, analyzing Social Security claiming strategies, analyzing and providing recommendations around insurance coverage and estate plans, preparing educational financing plans, developing spending and debt mitigation plans, and more.
  • Collaborating with the Chief Investment Officer, especially around financial planning clients who also invest their funds with Elm3 Financial Group.
  • Training and supervising an Associate Financial Planner.
  •  

Qualifications

  • 3+ Years of Experience as a Certified Financial Planner®
  • Series 65 (Optional but Preferred)
  • Experience with providing investment advisory services.
  • Proficiency with RightCapital, ProSeries, and Microsoft 365 applications (Optional but Preferred)

Benefits

  • Competitive salary
  • 401(k) + match
  • Medical, vision, and eye insurance
  • Continuing education opportunities