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Remote Financial Planner Jobs in Georgia (NOW HIRING)

Hospitable

Chief Financial Officer (Remote)

New York, NY · On-site +1

$312K/yr

Hospitable is a remote-only, global, and trust-based company. We believe exceptional work comes ... A recognized accounting qualification (ACCA, ACA, CIMA, or a locally accredited CPA), with real FP& ...

Hospitable

Chief Financial Officer (Remote)

Atlanta, GA · Remote

$436K/yr

Hospitable is a remote-only, global, and trust-based company. We believe exceptional work comes ... A recognized accounting qualification (ACCA, ACA, CIMA, or a locally accredited CPA), with real FP& ...

Ditto

$223K - $262K/yr

Whether you're in a stadium, airplane, or remote military base, Ditto's peer-to-peer sync engine ... This is essential to critical decisions, and FP&A plays a key role in understanding the trade-offs ...

My BTLR

Fractional CFO

Alpharetta, GA · Remote

... planning, analysis, and strategy. The role is remote\/virtual, with potential travel depending on client needs. It offers a unique opportunity for seasoned financial professionals to engage in ...

Deckers

$79K - $107K/yr

US Remote Interested applicants must reside in one of the following approved states: Arizona ... You'll drive the development and execution of strategic financial plans, collaborating across teams ...

Deckers

$79K - $107K/yr

US - CA Remote Goleta Interested applicants must reside in one of the following approved states ... Develop and execute financial plans at channel, class, and style level to maximize sales and ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Georgia

Remote Financial Planner information

See Georgia salary details

$42.6K

$81.6K

$117.8K

How much do remote financial planner jobs pay per year?

As of Jul 25, 2026, the average yearly pay for remote 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 are the key skills and qualifications needed to thrive as a Remote Financial Planner, and why are they important?

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

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

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

How do Remote Financial Planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.
What are the most commonly searched types of Financial Planner jobs in Georgia? The most popular types of Financial Planner jobs in Georgia are:
What are popular job titles related to Remote Financial Planner jobs in Georgia? For Remote Financial Planner jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Georgia look for? The top searched job categories for Remote Financial Planner jobs in Georgia are:
What cities in Georgia are hiring for Remote Financial Planner jobs? Cities in Georgia with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Georgia as of July 2026, with employment types broken down into 79% Full Time, 15% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $81,636 per year, or $39.2 per hour.

Associate Director, Financial Planning & Analysis

trimarkusa

Atlanta, GA • On-site, Remote

Other

Medical, Dental, Vision, Retirement

Posted 9 days ago

Job description

Why you’ll love it here!

+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance

+ 401k
+ Community Service Day

+ Spotlight Awards

+ CFSP Prep Certification Program

POSITION SUMMARY:

  • The Divisional Director of Financial Planning & Analysis reports to the Regional Director of Financial Planning & Analysis
  • Full-Time
  • Hybrid or Remote (depending on location)

As the Divisional Director of Financial Planning & Analysis, you will serve as a strategic leader within the finance team at TriMark. Reporting to the Regional Director, Financial Planning & Analysis, this role encompasses financial planning and analysis activities across regions, collaborating with executive leadership, and providing invaluable insights to drive the organization's financial success. The Associate Director will ensure the accuracy of financial reporting, and contribute to key decision-making processes.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Regional Financial Planning & Analysis Leadership:

  • Provide strategic leadership in the development and execution of comprehensive financial plans aligned with regional and organizational goals.
  • Guide the regional financial planning and analysis teams, ensuring high standards of accuracy and efficiency.

Budgeting and Forecasting Oversight:

  • Lead the budgeting and forecasting processes for multiple regions, collaborating with cross-functional teams to ensure accuracy and strategic alignment.
  • Provide expert guidance to regional teams in budget development and financial forecasting.

Financial Reporting Excellence:

  • Oversee the preparation of regional financial reports, ensuring they meet high standards of accuracy, relevance, and compliance.
  • Present regional financial results and insights to executive leadership in a clear, influential, and actionable manner.

Strategic Regional Financial Insights:

  • Provide expert insights into regional business performance, trends, risks, and opportunities, supporting strategic decision-making.
  • Conduct sophisticated regional financial analyses to inform key strategic initiatives.

Operational Efficiency and Process Improvement:

  • Identify and implement regional process improvements within financial planning and analysis operations to enhance efficiency and effectiveness.
  • Drive changes to optimize workflows and increase overall operational efficiency.

Data Analytics and Technology Integration:

  • Utilize data analytics tools to extract meaningful insights, driving the integration of technology for advanced regional financial analysis.
  • Leverage technology to enhance regional reporting capabilities and streamline financial processes.

Team Development and Collaboration:

  • Foster a collaborative and high-performing regional team culture, providing mentorship and professional development opportunities.
  • Collaborate effectively with cross-functional regional teams, ensuring financial alignment with organizational objectives.

Ad-Hoc Regional Analyses and Project Leadership:

  • Conduct advanced ad-hoc regional financial analyses, providing critical insights for strategic initiatives and projects.
  • Lead regional financial aspects of key projects, contributing to successful project outcomes.

COMPETENCIES:

  • Demonstrates mastery in regional financial modeling and possesses advanced analytical skills.
  • Proven ability to lead, mentor, and develop high-performing regional finance teams.
  • Develops and executes strategic regional financial plans aligned with organizational goals.
  • Utilizes data analytics tools to extract meaningful regional insights for strategic decision-making.
  • Presents regional financial information and insights in a clear, influential, and actionable manner.
  • Drives regional process improvements to enhance operational efficiency and effectiveness.

QUALIFICATIONS & EXPERIENCE:

  • Bachelor’s Degree in Accounting, Finance, Economics, or a related field; MBA/CPA preferred, or equivalent Military or practical experience.
  • 15+ years of progressive experience in financial planning and analysis, including extensive leadership roles.
  • Proven track record of strategic financial management, with a deep understanding of regional financial dynamics.
  • Advanced skills in financial modeling, data analytics tools, and ERP systems.
  • Excellent communication and interpersonal skills, with a demonstrated ability to engage with executive leadership.
  • Team management and leadership experience.
  • Ability to successfully pass a background check post offer acceptance.

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