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Part Time Remote Financial Planning Jobs in Atlanta, GA

Destination Careers

Virtual Cruise Booking Agent

Atlanta, GA · On-site +1

$35K - $75K/yr

... Part-time / Remote Location: Remote (Work from Home) About Us: We specialize in creating unforgettable cruise experiences by offering expert travel planning services. As a trusted name in the travel ...

YO AI Labs

AI Finance Expert - Remote

Atlanta, GA · Remote

$100 - $200/hr

Contractor (Part-Time) Location: Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their financial expertise to an innovative project at the intersection of ...

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All JobsFinancial Planning JobsPart Time Remote Financial Planning JobsPart Time Remote Financial Planning Jobs in Atlanta, GA

Part Time Remote Financial Planning information

See Atlanta, GA salary details

$35.6K

$70.5K

$104.8K

How much do part time remote financial planning jobs pay per year?

As of Sep 7, 2026, the average yearly pay for part time remote financial planning in Atlanta, GA is $70,475.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,100.00 and $80,800.00 per year, depending on experience, location, and employer.

What is a part time remote financial planner?

A part time remote financial planner is a professional who helps clients manage their finances, investments, and long-term financial goals while working from a location outside of a traditional office and on a part-time basis. These planners often communicate with clients virtually through video calls, emails, or phone calls. Their responsibilities may include creating financial plans, offering advice on budgeting, retirement, taxes, and investments, and monitoring clients' financial progress. Working remotely allows for flexible hours, making it an attractive option for those seeking work-life balance or supplementary income.

What are the key skills and qualifications needed to thrive as a part time remote financial planner?

To thrive as a Part Time Remote Financial Planner, you need strong analytical skills, financial knowledge, and relevant certifications such as CFP or equivalent. Familiarity with financial planning software, virtual meeting tools, and secure document management systems is typically required. Excellent communication, self-motivation, and client relationship management are essential soft skills in this remote setting. These abilities ensure accurate financial advice, client trust, and effective service delivery despite working from a distance.

How do part time remote financial planners typically coordinate with clients and team members to ensure effective communication and service delivery?

Part-time remote financial planners often use a combination of video conferencing, secure messaging platforms, and cloud-based financial planning tools to communicate with clients and collaborate with colleagues. Regularly scheduled virtual meetings help maintain client relationships and keep team members aligned on client goals and regulatory requirements. Effective time management and clear communication are essential, as planners must balance multiple client portfolios and stay responsive despite having limited in-office presence. Many organizations provide structured workflows and digital resources to support seamless remote collaboration and consistent service quality.

What is the difference between Part Time Remote Financial Planning vs Part Time Remote Financial Advisor?

AspectPart Time Remote Financial PlanningPart Time Remote Financial Advisor
CredentialsCFP, ChFC, or similar certifications often preferredCFP, ChFC, or similar certifications often required
Work EnvironmentRemote, client-facing, often involves planning softwareRemote, client-facing, includes investment and portfolio advice
Industry UsageUsed by firms providing comprehensive financial plansUsed by firms offering investment and wealth management services
Common Search IntentSeeking planning-focused roles with flexible hoursLooking for client advisory roles with investment focus

Part Time Remote Financial Planning and Part Time Remote Financial Advisor roles share similar credentials and remote work environments. However, financial planning emphasizes creating comprehensive financial strategies, while financial advising often involves investment management and portfolio advice. Both roles cater to flexible, remote work settings and are sought by professionals aiming for client-focused financial services.

What are popular job titles related to Part Time Remote Financial Planning jobs in Atlanta, GA?

For Part Time Remote Financial Planning jobs in Atlanta, GA, the most frequently searched job titles are:

What job categories do people searching Part Time Remote Financial Planning jobs in Atlanta, GA look for?

The top searched job categories for Part Time Remote Financial Planning jobs in Atlanta, GA are:

Part Time Remote Financial Planning jobs near you
Infographic showing various Part Time Remote Financial Planning job openings in Atlanta, GA as of August 2026, with employment types broken down into 97% Part Time, and 3% Contract. Highlights an 100% Remote job distribution, with an average salary of $70,475 per year, or $33.9 per hour.

Financial/Investment Consultant

CPA Tax Advisors LLC

Atlanta, GA • On-site, Remote

Part-time

Re-posted 29 days ago

Job description

We are looking for a Remote Financial/Investment Consultant!


Job Location:

  • Must be located in Georgia.
  • Although the position is remote, 10% of your work MAY need to be done on-site


Job Responsibilities:

  • Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
  • Deliver a full day of private financial planning expertise to clients, either individuals or couples.
  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
  • Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
  • Aptitude for applying financial planning knowledge in real-life situations.
  • Responsible for the satisfaction and retention of the organization's high-net-worth clients.
  • Participate in client meetings when appropriate and respond to executive client requests.
  • Grow and develop a client base through client referrals and outside sales.
  • Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.


Job Requirements:


  • AA degree or higher
  • Series minimum Series 65 or Series 7 certification (REQUIRED)
  • Experience with financial planning
  • Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
  • Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
  • Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
  • Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.

Apply