ZipRecruiter

Log In

2

Flex Remote Financial Modeling Jobs in Georgia (NOW HIRING)

Flex HR

Financial/Investment Consultant

Atlanta, GA · On-site +1

$55K - $85K/yr

Flex HR uses AI for document preparation and meeting transcription only -- never to screen or ... Financial/Investment Consultant CPA Tax Advisors • Remote (Must Reside in Georgia) -- ~10% On ...

micro1 AI

AI Financial Modeler - remote

Atlanta, GA · Remote

$245 - $280/hr

Investment & Finance Expert Role Type: Contractor Location: Remote About the Role micro1 is ... modeling, markets, and investment analysis * Create expert-level prompts and reference answers ...

YO AI Labs

Corporate Finance Expert - Remote

Atlanta, GA · Remote

$50 - $100/hr

Remote Job Overview We are seeking experienced Corporate Finance Experts to contribute to a high ... Develop supporting artifacts such as budgets, forecast models, reconciliations, and financial ...

YO AI Labs

Finance Expert - Remote

Atlanta, GA · Remote

$245 - $280/hr

Remote About the Role We are looking for finance professionals with experience in investment ... Evaluate AI outputs related to valuation, financial modeling, markets, and investments. * Create ...

YO AI Labs

PowerPoint Expert - Remote

Atlanta, GA · Remote

$30 - $50/hr

PowerPoint Expert - Remote Job Type: Contractor Location: Remote Job Overview We are seeking ... Develop financial models, executive presentations, proposals, reports, and business analyses.

YO AI Labs

Word Expert - Remote

Atlanta, GA · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Develop financial models, executive presentations, proposals, reports, and business analyses.

YO AI Labs

Excel Expert - Remote

Atlanta, GA · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Develop financial models, executive presentations, proposals, reports, and business analyses.

YO AI Labs

Investment Expert - Remote

Atlanta, GA · Remote

$245 - $280/hr

Remote About the Role We are looking for finance professionals with experience in investment ... Evaluate AI outputs related to valuation, financial modeling, markets, and investments. * Create ...

YO AI Labs

Business Document Expert - Remote

Atlanta, GA · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Develop financial models, executive presentations, proposals, reports, and business analyses.

next page

Showing results 1-20

All JobsFinancial Modeling JobsFlex Remote Financial Modeling JobsFlex Remote Financial Modeling Jobs in Georgia

Flex Remote Financial Modeling information

What is the difference between Flex Remote Financial Modeling vs Flex Remote Financial Analysis?

AspectFlex Remote Financial ModelingFlex Remote Financial Analysis
Primary FocusBuilding financial models, forecasts, and projectionsInterpreting financial data, performance analysis, and reporting
Required SkillsExcel, financial modeling, valuation techniquesData analysis, reporting, financial metrics interpretation
CertificationsCPA, CFA, or similar often preferredSame as modeling roles, with emphasis on analytical skills
Work EnvironmentRemote, project-based, collaborative with finance teamsRemote, analytical, often involved in strategic decision-making

Flex Remote Financial Modeling and Flex Remote Financial Analysis roles share similar credentials and remote work environments. Modeling focuses on creating detailed financial forecasts, while analysis emphasizes interpreting data to inform business decisions. Both roles are essential in finance teams and often overlap in skills and tools used.

What are the most commonly searched types of Remote Financial Modeling jobs in Georgia?

The most popular types of Remote Financial Modeling jobs in Georgia are:

What are popular job titles related to Flex Remote Financial Modeling jobs in Georgia?

For Flex Remote Financial Modeling jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Flex Remote Financial Modeling jobs in Georgia look for?

The top searched job categories for Flex Remote Financial Modeling jobs in Georgia are:

What cities in Georgia are hiring for Flex Remote Financial Modeling jobs?

Cities in Georgia with the most Flex Remote Financial Modeling job openings:

Flex Remote Financial Modeling jobs near you

Financial/Investment Consultant

Atlanta, GA • On-site, Remote

Flex HR
11 - 50 employees
Learn more about Flex HRexternal

$55K - $85K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 9 days ago

Job description

This search is being conducted by Flex HR on behalf of CPA Tax Advisors. Qualified candidates should submit a resume within.

Flex HR uses AI for document preparation and meeting transcription only — never to screen or evaluate candidates. All hiring decisions are made by a human recruiter. Roles may be posted on platforms like Indeed or LinkedIn, which are independent companies that may use AI in their own technology.

Financial/Investment Consultant

CPA Tax Advisors   •   Remote (Must Reside in Georgia) — ~10% On-Site as Needed   •   Travel up to 30% (Atlanta & South GA)

POSITION OVERVIEW

CPA Tax Advisors is seeking a Remote Financial/Investment Consultant to support clients across Atlanta and South Georgia. This role delivers private financial planning expertise directly to individuals and couples, helping clients execute tailored strategies to achieve their financial goals and grow their net worth. The ideal candidate combines strong technical financial planning knowledge with a consultative, relationship-driven approach and an entrepreneurial mindset.

KEY RESPONSIBILITIES

  Financial Strategy: Assist clients in executing tailored financial strategies that help them achieve their unique goals and increase their net worth.

  Client Planning: Deliver private financial planning expertise to individual and couple clients through in-depth, dedicated planning engagements.

  Relationship Building: Build proactive, face-to-face relationships with clients, centers of influence, and prospective clients.

  Financial Plan Development: Prepare comprehensive financial plans, including data gathering, financial condition analysis, and development of recommendations for high-net-worth clients.

  Investment Research: Research and analyze investments, strategies, and market conditions, providing sound financial advice grounded in current data.

  Portfolio Monitoring: Monitor and review client investment portfolios and performance, communicating key contributors and detractors to results.

  Cross-Disciplinary Advising: Advise clients on retirement planning, tax optimization, and estate planning strategies, coordinating with the firm's tax and accounting professionals where appropriate.

  Client Retention: Own the satisfaction and retention of the firm's high-net-worth client base.

  Client Meetings: Participate in client meetings as appropriate and respond promptly to client requests.

  Business Development: Grow and develop a client base through referrals and outside business development efforts.

  Reporting: Assist with the compilation of detailed financial reports using calculations, data, and client-approved information.

  Compliance: Maintain compliance with applicable fiduciary or suitability standards and stay current on industry regulations and market developments.

JOB REQUIREMENTS

  Education: Associate's degree or higher required.

  Licensing (Required): Series 65 or Series 7 license required.

  Experience: Prior experience in financial planning required.

  Technical Knowledge: Strong knowledge of financial planning, asset allocation, investment strategies, and account administration.

  Location: Must reside in Georgia; ability to travel to a remote office as requested if not located in the immediate area.

  Travel: Willing to travel up to 30%, primarily between Atlanta, GA and South Georgia.

  Work Style: Comfortable working in a flexible, entrepreneurial environment with a positive, can-do attitude.

  Relationship & Sales Skills: Strong interpersonal, relationship-building, and consultative sales skills.

  Technical Skills: Familiarity with financial planning and portfolio management or CRM software (e.g., Redtail or similar) is a plus.

  Preferred Certifications: CFP, ChFC, or similar financial planning credential is a plus, though not required.

COMPENSATION & BENEFITS

  Competitive Pay: Base salary of $55,000–$85,000, depending on experience and licensure, plus performance-based bonus or commission tied to business development and client growth.

  Medical, Dental, Vision: Health plans to choose from

  Paid Time Off: Choice time off and Holidays

Apply