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Full Time Financial Planner Jobs in Georgia (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · Hybrid

$140K - $160K/yr

Role Type: Full-time Salary: $140,000 - $160,000 per year + annual bonus Actual compensation ... This role requires deep knowledge of financial planning concepts with a focus on Estate Planning ...

United Community Bank

Financial Advisor

Savannah, GA · On-site

Certified Financial Planner (CFP) designation. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status * Exempt We ...

United Community Bank

Financial Advisor

Savannah, GA · On-site

Certified Financial Planner (CFP) designation. * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status * Exempt We are an Equal Opportunity ...

United Community Bank

Financial Advisor

Brunswick, GA · On-site

Certified Financial Planner (CFP) designation. * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status * Exempt We are an Equal Opportunity ...

United Community Bank

Financial Advisor

Savannah, GA · On-site

Certified Financial Planner (CFP) designation. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status * Exempt We ...

United Community Bank

Financial Advisor

Brunswick, GA · On-site

Certified Financial Planner (CFP) designation. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status * Exempt We ...

Imerys

Financial Planning & Analysis Manager

Roswell, GA · On-site

$97K - $127K/yr

PA. The Position Financial Planning & Analysis Manager Job Summary Financial Planning & Analysis ... Position Type Full time and Permanent Only technical issues will be monitored through the below ...

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Role Type: Full-time Salary: $140,000 - $160,000 per year + annual bonus Actual compensation ...

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Role Type: Full-time Salary: $140,000 - $160,000 per year + annual bonus Actual compensation ...

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Full Time Financial Planner information

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$42.6K

$81.6K

$117.8K

How much do full time financial planner jobs pay per year?

As of Aug 24, 2026, the average yearly pay for full time financial planner in Georgia is $81,636.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,200.00 and $86,100.00 per year, depending on experience, location, and employer.

What does a full time financial planner do?

A Full Time Financial Planner helps individuals and businesses manage their finances by creating tailored strategies for budgeting, saving, investing, retirement planning, and tax optimization. They assess a client's financial situation, set realistic goals, and provide ongoing advice to help achieve those goals. Full Time Financial Planners may also guide clients through major life events, such as buying a home or planning for education expenses, and ensure financial plans stay on track as circumstances change.

What are the key skills and qualifications needed to thrive as a full time financial planner, and why are they important?

To thrive as a Full Time Financial Planner, you need a solid background in finance, investment strategies, and financial regulations, often supported by a bachelor's degree in finance or a related field and certifications like CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills ensure that financial planners can deliver tailored advice, foster client trust, and achieve successful long-term financial outcomes for clients.

What does collaboration typically look like for a full time financial planner within a firm?

Full-time financial planners often work closely with a team that may include other planners, client service associates, investment analysts, and compliance officers. Collaboration is essential for developing comprehensive financial strategies, ensuring regulatory compliance, and delivering high-quality client service. Planners regularly participate in team meetings to discuss client cases, share insights, and coordinate tasks. This team-based approach helps ensure clients receive well-rounded advice and allows planners to leverage the expertise of their colleagues.

Is there a demand for full time financial planners?

Full time financial planners are in steady demand due to increasing consumer interest in financial planning, retirement, and investment management. The profession often requires certifications like the CFP and strong interpersonal skills, with job growth expected to align with overall financial services industry trends.

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

The most popular types of Financial Planner jobs in Georgia are:

Full Time Financial Planner jobs near you

Sr. Financial Planning Strategist

Osaic

Atlanta, GA • Hybrid

$140K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 13 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Senior Advanced Financial Planning Opportunity in Financial Services

Senior Financial Planning Specialist, High Net Worth Planning Services

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remoteapplicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.

Role Type: Full-time

Salary: $140,000 - $160,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.

Education Requirements:

Bachelor's degree required.

Responsibilities:

  • Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.

  • Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.

  • Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).

  • Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.

  • Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)

  • Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.

  • Serve as a mentor to colleagues to develop their financial planning skills.

  • All other duties as assigned.

Basic Requirements:

  • 10+ years of financial planning experience in a client- or advisor-facing capacity

  • CFP Designation

  • Experience delivering educational content and presenting to diverse audiences

  • Demonstrated ability to influence and collaborate across organizational levels

  • Strong communication skills, both written and verbal

  • Ability to manage multiple complex cases simultaneously

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred Requirements:

  • Proficiency in financial planning software (e.g., eMoney)

  • CPA

  • FINRA Series 7, 63, and 65 licenses

  • J.D.

  • LL.M

#LI-Remote

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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