ZipRecruiter

Log In

2

Remote Financial Advisor Jobs in Georgia (NOW HIRING)

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

At least 5 years of wealth management/financial advisory/sales/relationship management experience ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

At least 5 years of wealth management/financial advisory/sales/relationship management experience ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

... wealth management/financial advisory/sales/relationship management experience in banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Larsen Life Group

Remote Sales Consultant

Columbus, GA · On-site +1

Your role is to guide, advise, and close. What makes this different: * Inbound, pre-qualified leads ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Larsen Life Group

Remote Sales Consultant

Savannah, GA · On-site +1

Your role is to guide, advise, and close. What makes this different: * Inbound, pre-qualified leads ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Larsen Life Group

Remote Sales Consultant

Atlanta, GA · On-site +1

Your role is to guide, advise, and close. What makes this different: * Inbound, pre-qualified leads ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Deckers

$66K - $89K/yr

Financial Analyst, Global Brand Finance - UGG & HOKA Reports to: Global Brand Finance Director ... United States (Remote) Interested applicants must reside in one of the following approved states:

GIA Legacy Planning

Remote Position | Commission-Based | Mentorship Included About Us: Are you a licensed insurance ... About Us: 1-on-1 Mentorship from Certified Infinite Banking Advisors Step-by-step training on IULs ...

New

GIA Legacy Planning

Remote Position | Commission-Based | Mentorship Included About Us: Are you a licensed insurance ... About Us: 1-on-1 Mentorship from Certified Infinite Banking Advisors Step-by-step training on IULs ...

New

Novoco

LIHTC Development Consultant

Atlanta, GA · On-site +1

$106K - $143K/yr

Engage in and advise on LIHTC development strategy, feasibility analysis, and capital stack ... Financial Modeling & Transaction Support * Review and evaluate sources and uses, credit ...

previous page

Showing results 41-60

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 Aug 8, 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.

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.

Why do so many remote financial advisors quit?

Remote financial advisors often leave the profession due to high workload, client management challenges, and the need for strong self-discipline in a home environment. Job satisfaction can also decline if advisors lack sufficient support, training, or clear career progression, leading to burnout and turnover.

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 August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 100% Remote job distribution, with an average salary of $86,240 per year, or $41.5 per hour.

Private Bank Wealth Advisor III

Huntington

Atlanta, GA • On-site, Remote

Full-time

Re-posted 8 days ago

Job description

Description

Summary:

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Duties and Responsibilities:

  • Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
  • Self-acquires new business by being active and well connected in the community and with external centers of influence.
  • Responsible for providing legendary client service to retain client relationships.
  • Builds strong relationships across all Huntington business segments to deepen client relationships.
  • Works with relationships of moderate to high complexity.
  • Knowledgeable on key compliance and regulatory requirements.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor’s Degree
  • State Life and Health Licenses required to be obtained within 90 days of hire
  • At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
  • NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.  

Preferred Qualifications:

  • Securities and life insurance licenses.
  • Demonstrated success working with high net worth clients.
  • Proven ability to build strong relationships with clients.
  • Excellent written and verbal communication skills.
  • Ability to multi-task.


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Apply