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Remote Financial Consultant Jobs in Georgia (NOW HIRING)

Bcbsa

$111K/yr

Monitor, Analyze, and Evaluate Financial Transactions: Monitor, analyze, and evaluate assigned ... Experience with BCBS Inter-Plan Programs and proficiency with Microsoft Office Suite. #LI-Remote ...

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 ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

Deloitte

Netsuite Financials Consultant

Atlanta, GA · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... and remote * Prepare Business Requirements and Technical Scoping Documents for client approval

YO AI Labs

Management Consultant - Remote

Atlanta, GA · Remote

$245 - $280/hr

Financial Analysis * Stakeholder Management * Business Writing Preferred Qualifications * 1+ year of experience at a top consulting firm such as McKinsey, Bain, BCG, Strategy&, L.E.K., Oliver Wyman ...

New

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 ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

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Remote Financial Consultant information

See Georgia salary details

$38.4K

$87.7K

$146.9K

How much do remote financial consultant jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial consultant in Georgia is $87,712.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,700.00 and $105,500.00 per year, depending on experience, location, and employer.

What is a remote financial consultant?

A Remote Financial Consultant provides financial advice, planning, and investment guidance to clients while working from a remote location. They analyze financial data, assess clients' goals, and recommend strategies to improve financial stability and growth. Using digital tools, they communicate with clients, monitor financial trends, and help with budgeting, retirement planning, and portfolio management. This role requires strong financial expertise, analytical skills, and the ability to build relationships virtually. Many consultants work independently or for financial firms offering remote advisory services.

What types of clients or projects do remote financial consultants typically work with?

Remote Financial Consultants commonly serve a diverse range of clients, including individuals seeking investment or retirement planning, small businesses needing budgeting assistance, or corporations requiring strategic financial advice. Projects may involve portfolio analysis, developing financial plans, evaluating risk, or providing insights on tax optimization. Consultants often work directly with clients via video calls, email, or project management software, and may collaborate with other finance professionals or departments depending on project needs. The variety of clients and assignments in this remote setting offers opportunities to expand expertise, specialize by industry, and develop a broad professional network.

What are the key skills and qualifications needed to thrive in the remote financial consultant position, and why are they important?

Success as a Remote Financial Consultant requires strong analytical skills, a solid understanding of financial principles, and a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, spreadsheet tools like Microsoft Excel, and certifications such as CFP or CFA are often expected. Exceptional communication, self-motivation, and time management are key soft skills for building trustful client relationships and thriving independently. These abilities ensure reliable financial guidance, effective remote collaboration, and client satisfaction in a virtual consulting environment.

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

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

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

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

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

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

What cities in Georgia are hiring for Remote Financial Consultant jobs?

Cities in Georgia with the most Remote Financial Consultant job openings:

Remote Financial Consultant jobs near you
Infographic showing various Remote Financial Consultant job openings in Georgia as of August 2026, with employment types broken down into 64% Full Time, 24% Part Time, and 12% Contract. Highlights an 100% Remote job distribution, with an average salary of $87,712 per year, or $42.2 per hour.

Financial/Investment Consultant

CPA Tax Advisors LLC

Atlanta, GA • On-site, Remote

Part-time

Re-posted 27 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