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Remote Financial Planner Jobs in Georgia (NOW HIRING)

Financial Services Administrator

Atlanta, GA ยท On-site +1

$84K - $143K/yr

Regular Full-Time Remote Employment: Flexible/Hybrid Office: Office of the Chief Financial Officer ... This is done through professional planning initiatives, the provision of objective information and ...

Estate Planning Attorney

Atlanta, GA ยท On-site +1

$150K - $175K/yr

Collaborate with financial advisors, accountants, and other professionals to create integrated ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Our advisors work across insurance, investments, retirement strategies, estate planning, and advanced financial concepts. You will learn how these areas work together so you can solve more meaningful ...

Has established or built out FP&A capabilities - e.g., AOP, budgeting process and cadence, driver-based forecasting * 6 - 8 years of experience in a professional services business or a similar B2B ...

Showing results 41-60

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 Aug 15, 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 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:

Infographic showing various Remote Financial Planner job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $81,636 per year, or $39.2 per hour.

Financial Services Administrator

Atlanta Regional

Atlanta, GA โ€ข On-site, Remote

$84K - $143K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 24 days ago


Job description

Salary : $84,576.00 - $143,780.00 Annually
Location : Atlanta, GA 30303
Job Type: Regular Full-Time
Remote Employment: Flexible/Hybrid
Office: Office of the Chief Financial Officer / Finance
Department: Finance
Opening Date: 07/23/2026
Closing Date: Continuous
Job Description:
The Atlanta Regional Commission (ARC) is the regional planning and intergovernmental coordination agency that focuses on issues critical to the region's success, including growth and development, transportation, water resources, services for older adults, workforce solutions, and homeland security. ARC is dedicated to unifying the region's collective resources to prepare the metropolitan area for a prosperous future. This is done through professional planning initiatives, the provision of objective information and the involvement of the community in collaborative partnerships.
The Financial Services Administrator is responsible for supporting the successful implementation of a unique, multimillion-dollar, limited-term project that the Atlanta Regional Commission has been engaged to manage on behalf of local partners. In addition, this individual will play a key role in supporting the agency's accounting and financial reporting functions, with a primary focus on grant management, fiscal compliance, and financial accountability. This position will help oversee daily accounting operations, including maintenance and reconciliation of the general ledger, preparation and review of journal entries, month-end and year-end closing processes, cash management, accounts payable oversight, and preparation of financial statements.
The Financial Services Administrator develops subject matter expertise in the agency's financial management system and ensures the integrity, accuracy, and reliability of financial data and reporting. This role is also responsible for coordinating and preparing the Annual Comprehensive Financial Report (ACFR), managing the Single Audit process, and ensuring compliance with federal, state, and local regulations, including grant and Uniform Guidance requirements.
Essential Duties and Responsibilities:
  • Help oversee and manage all accounting operations and financial reporting activities.
  • Maintain and reconcile the general ledger and ensure accurate financial records.
  • Review, approve, and prepare complex journal entries and account reconciliations.
  • Coordinate month-end and year-end closing processes.
  • Manage grant accounting, reimbursement requests, expenditure tracking, and compliance reporting.
  • Prepare schedules and supporting documentation for the ACFR and Single Audit.
  • Ensure compliance with governmental accounting standards, internal controls, and grant requirements.
  • Develop expertise in the agency's financial system and recommend process improvements.
  • Assist with budgeting, audit coordination, and financial analysis.
  • Supervise and provide guidance to accounting and finance staff.

Minimum Qualifications:
  • Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field from an accredited college or university.
  • Minimum of five (5) years of progressively responsible professional accounting or financial management experience, preferably within a public sector or governmental environment.
  • Minimum of three (3) years of experience managing or overseeing grant accounting, financial reporting, and compliance activities.
  • Experience preparing or supporting the Annual Comprehensive Financial Report (ACFR) and Single Audit process.
  • Strong knowledge of governmental accounting standards, financial reporting requirements, and internal controls.
  • Valid Certified Public Accountant (CPA) license is required.
  • Equivalent combinations of education, training, and experience that provide the required knowledge, skills, and abilities may be considered, where permitted.
    DESIRED QUALIFICATIONS:
  • Knowledge of Cost Point Financial Software

Required Knowledge, Skills, Abilities and Competencies:
  • Thorough knowledge of governmental accounting principles, standards, and practices, including GASB requirements.
  • Knowledge of federal and state grant regulations, Uniform Guidance, and Single Audit requirements.
  • Proficiency in financial management systems, accounting software, and Microsoft Excel.
  • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
  • Ability to interpret financial regulations, policies, and procedures and apply them effectively.
  • Strong written and verbal communication skills with the ability to present financial information clearly.
  • Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment.
  • Demonstrated leadership skills with the ability to supervise, mentor, and develop staff.
  • Ability to maintain confidentiality and exercise sound professional judgment.

Additional Information
About ARC:
The Atlanta Regional Commission (ARC) is the regional planning and intergovernmental coordination agency that focuses on issues critical to the region's success, including growth and development, transportation, water resources, services for older adults and workforce solutions. ARC is dedicated to unifying the region's collective resources to prepare the metropolitan area for a prosperous future. This is done through professional planning initiatives, the provision of objective information and the involvement of the community in collaborative partnerships.
ARC Strategic Framework
Vision - ONE great REGION
Mission Statement
The Atlanta Regional Commission fosters thriving communities for all within the Atlanta region through collaborative, data-informed planning and investments.
Our Goals
  1. Healthy, safe, livable communities in the Atlanta metro area.
  2. Strategic investments in people, infrastructure, mobility, and preserving natural resources.
  3. Regional services delivered with operational excellence and efficiency.
  4. Diverse stakeholders engage and take a regional approach to solve local issues.
  5. A competitive economy that is inclusive, innovative, and resilient.

Our Core Values
Excellence | A commitment to doing our best and going above and beyond in every facet of our work allowing for innovative practices and actions to be created while ensuring our agency's and our colleague's success.
Equity | We represent a belief that there are some things which people should have, that there are basic needs that should be fulfilled, that burdens and rewards should not be spread too divergently across the community, and that policy should be directed with impartiality, fairness and justice towards these ends.
Integrity | In our conduct, communication, and collaboration with each other and the region's residents, we will act with consistency, honesty, transparency, fairness and accountability within and across each of our responsibilities and functions.
Application Process:
The Atlanta Regional Commission is looking for individuals who enjoy working in a public service environment where the mission is to improve the quality of life for the citizens of the Atlanta region. ARC serves as a forum where leaders come together to discuss and act on issues of regionwide consequence, so it is important that our staff share the public entrepreneurial spirit that defines ARC.
As an Equal Opportunity Employer, ARC does not discriminate on the basis of race, color, age, national origin, sex, religion or disability.
To request a reasonable accommodation during the application, interview, or testing process, please contact ARC at 404-463-3100 or Human Resources via email at hr@atlantaregional.org.
ARC offers our full-time regular employees a comprehensive and competitive benefits package which includes health insurance, life insurance, retirement benefits, paid time off and more! For additional information, please visit:
01
Do you possess a valid Certified Public Accountant (CPA) license?
  • Yes
  • No

02
Do you have a bachelor's degree in Accounting, Finance, Business Administration, or a closely related field?
  • Yes
  • No

03
Do you have at least five (5) years of progressively responsible accounting or financial management experience?
  • Yes
  • No

04
Do you have at least three (3) years of experience managing or overseeing grant accounting, financial reporting, and compliance activities?
  • Yes
  • No

05
Do you have professional accounting experience within a governmental or public-sector environment?
  • Yes
  • No

06
Have you prepared or significantly supported an Annual Comprehensive Financial Report (ACFR)?
  • Yes
  • No

07
Do you have experience supporting or managing a Single Audit process?
  • Yes
  • No

08
Do you have working knowledge of governmental accounting standards, including GASB requirements?
  • Yes
  • No

09
Do you have experience working with federal or state grant compliance requirements, including Uniform Guidance?
  • Yes
  • No

10
Do you have experience working with Costpoint financial software?
  • Yes
  • No

Required Question