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Remote Financial Advisor Jobs in Georgia (NOW HIRING)

TruOak Financial Partners

Financial Advisor

Atlanta, GA · On-site +1

Description Most financial advisor posts sound the same. They talk about upside opportunity, training, income potential, and making an impact. That all matters, but here is what matters more: Do you ...

Rainbook

Rainbook provides investors with an unbiased review of their financial advisor. After clients connect their account and answer a few questions, Rainbook's Advisor Analyzer generates the Advisor Score.

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

... financial advisor. You'll ensure that every aspect of the client experience--before, during, and ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...

Thrivent Financial

Engagement Leader

Roswell, GA · Remote

This is a remote-based position supporting the Alpharetta, Georgia market, with an expectation of ... Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks - Strategic ...

Thrivent Financial

Engagement Leader

Johns Creek, GA · Remote

This is a remote-based position supporting the Alpharetta, Georgia market, with an expectation of ... Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks - Strategic ...

Thrivent Financial

Engagement Leader

Lawrenceville, GA · Remote

This is a remote-based position supporting the Alpharetta, Georgia market, with an expectation of ... Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks - Strategic ...

Thrivent Financial

Engagement Leader

Alpharetta, GA · Remote

This is a remote-based position supporting the Alpharetta, Georgia market, with an expectation of ... Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks - Strategic ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Georgia

Remote Financial Advisor information

See Georgia salary details

$30.4K

$86.2K

$121.6K

How much do remote financial advisor jobs pay per year?

As of Jul 19, 2026, the average yearly pay for remote financial advisor in Georgia is $86,240.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,300.00 and $110,600.00 per year, depending on experience, location, and employer.

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

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.

Can a financial advisor work remotely?

Yes, many financial advisors work remotely, especially with the increased use of digital communication tools and financial planning software. Remote work allows advisors to serve clients virtually, often requiring certifications like the Series 7 or CFP and strong communication skills.

How can I make $100,000 a year working from home?

A remote financial advisor can earn $100,000 or more annually by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital tools for client communication and financial planning. Increasing experience, specialization, and offering comprehensive services can also boost income potential while working remotely.

How do Remote Financial Advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

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

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

What Does a Remote Financial Advisor Do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

How much do remote financial advisors make?

Remote financial advisors typically earn between $60,000 and $100,000 annually, with experienced professionals and those managing larger client portfolios earning higher salaries. Compensation often includes base pay, commissions, and bonuses, and may vary based on certifications like CFP or CFA, as well as the firm size and client base.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.
More about Remote Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Georgia? The most popular types of Financial Advisor jobs in Georgia are:
What are popular job titles related to Remote Financial Advisor jobs in Georgia? For Remote Financial Advisor jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Georgia look for? The top searched job categories for Remote Financial Advisor jobs in Georgia are:
What cities in Georgia are hiring for Remote Financial Advisor jobs? Cities in Georgia with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Georgia as of July 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% Remote job distribution, with an average salary of $86,240 per year, or $41.5 per hour.

Financial Advisor

TruOak Financial Partners

Atlanta, GA • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 17 days ago

Job description

Description
Most financial advisor posts sound the same.
They talk about upside opportunity, training, income potential, and making an impact. That all matters, but here is what matters more:
Do you actually have the platform, leadership, support, and environment to build a real practice that you own?
At TruOak Financial Partners, we are a holistic financial firm focused on all aspects of wealth management, including insurance, investments, retirement strategies, estate planning, and advanced financial concepts. We do not want advisors who only understand one lane of the business. We want you to master the industry, not just participate in it.
Our platform is built for advisors who want depth, growth, and real upside. Eligible advisors may have access to annuity payout opportunities up to 5%, depending on product, contract, and qualifications, making this one of the most competitive annuity opportunities available.
This is a hybrid Atlanta opportunity with medical, dental, vision, 401(k), firm events, performance celebrations, and four agency-paid trips per year, including two international trips.
This is for someone who wants to build a client base, grow a personal brand, earn based on performance, and create a long-term advisory practice they are proud of. You will not be handed a book of business. You will be trained, coached, challenged, and supported while you build one. 30+ advisors have joined TruOak this year because they wanted something different: more autonomy, better support, stronger leadership, and a firm that does not treat them like a number.
If you are looking for a safe desk job, this probably is not it.
If you are looking for a place where your effort, relationships, discipline, and ambition can turn into a real business, this is worth a conversation.
Qualifications
You may be a strong fit if you are:
• Comfortable with business development, networking, and client acquisition
• Motivated by income upside tied to performance
• Interested in building a long-term career, not just finding another job
• Life Health Insurance license required, support available if in process
• SIE, Series 7, and Series 66 preferred, required within the first year if not currently held
• Must be a U.S. Citizen or a green card holder
• A strong communicator with the confidence to meet new people and build trust
Backgrounds that often translate well include sales, business development, real estate, mortgage, banking, insurance, athletics, military leadership, or prior financial services experience.

Apply