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Remote Financial Planner Jobs in Athens, GA (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Athens, GA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Winder, GA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Jefferson, GA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Braselton, GA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Monroe, GA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Aspire Cpa Group

Senior Tax Accountant

Athens, GA · On-site +1

$40K - $85K/yr (+ commission)

Some remote work permitted! Job duties would include: 1. Pass through 1065/1120S corporate tax prep ... Our CPA's aim to reduce financial inefficiencies through tax planning, consulting, and investing.

Aspire Cpa Group

Senior Tax Accountant

Athens, GA · On-site +1

$40K - $85K/yr (+ commission)

Some remote work permitted! Job duties would include: 1. Pass through 1065/1120S corporate tax prep ... Our CPA's aim to reduce financial inefficiencies through tax planning, consulting, and investing.

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

CFP designation or background in financial planning, tax, or accounting * Experience with portfolio ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...

SmallBizPros Inc

Tax Senior/Specialist

Athens, GA · Remote

$75K - $85K/yr

Remote (with occasional U.S. travel several times per year) Reports to: Franchise Operations ... Bachelor's degree in Accounting, Finance, Business Administration, or a related field required ...

SmallBizPros Inc

Tax Senior/Specialist

Athens, GA · Remote

$75K - $85K/yr

Remote (with occasional U.S. travel several times per year) Reports to: Franchise Operations ... Bachelor's degree in Accounting, Finance, Business Administration, or a related field required ...

Lantern

Strategy Analyst

Athens, GA · Remote

This is a remote-first role with occasional (~1x month) travel. Responsibilities and Duties ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Workiva

Spring 2027 Intern - Marketing (MBA)

Athens, GA · On-site +1

$35/hr

Compile analyses and build financial models on customer trends and historical data to support ... Contribute to quarterly planning by helping define forward-looking product strategies * Quantify ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Athens, GA

Remote Financial Planner information

See Athens, GA salary details

$48.8K

$93.4K

$134.7K

How much do remote financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for remote financial planner in Athens, GA is $93,354.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,400.00 and $98,500.00 per year, depending on experience, location, and employer.

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.

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 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 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.

What are the most commonly searched types of Financial Planner jobs in Athens, GA?

The most popular types of Financial Planner jobs in Athens, GA are:

What are popular job titles related to Remote Financial Planner jobs in Athens, GA?

For Remote Financial Planner jobs in Athens, GA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Athens, GA look for?

The top searched job categories for Remote Financial Planner jobs in Athens, GA are:

What cities near Athens, GA are hiring for Remote Financial Planner jobs?

Cities near Athens, GA with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Athens, GA as of August 2026, with employment types broken down into 67% Full Time, 23% Part Time, and 10% Contract. Highlights an 100% Remote job distribution, with an average salary of $93,354 per year, or $44.9 per hour.

Sales Representative (Remote)

InsuraTec

Athens, GA • Remote

Full-time

Re-posted 20 days ago

Job description

Location: 100% Remote (Work From Home)

About InsuraTec:

InsuraTec is a leading provider in financial planning and insurance services. We’re looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that provides significant financial growth opportunities.

Key Responsibilities:

  • Account Management: Oversee client accounts to ensure high satisfaction and address needs promptly.
  • Client Relations: Develop and sustain strong client relationships, delivering customized solutions.
  • Client Retention: Foster client loyalty and maximize long-term client value.
  • Customer Support: Offer excellent support to resolve client inquiries and concerns.
  • Sales & Promotion: Market and sell life insurance products tailored to clients’ needs.
  • Sales Strategy: Plan and execute strategies to meet and surpass sales targets.
  • Lead Generation Support: Leverage provided marketing resources to generate leads.
  • Training Provided: Comprehensive training to help you obtain a life insurance license and sharpen sales skills.
  • Underwriting Collaboration: Work closely with underwriting to facilitate smooth policy issuance.
  • Remote Flexibility: Enjoy the freedom to work from home on your schedule.
  • Work-Life Balance: Achieve balance with our flexible hours.

Qualifications:

  • Entry-Level Friendly: No prior experience needed; we offer full training.
  • Self-Motivated: Must be highly driven and proactive in achieving goals.
  • Commission-Based: Earnings are based on performance, offering unlimited income potential.
  • No Cold Calling or Door-to-Door: Sales are inbound-focused with no cold calling or door-to-door.
  • Transparent & Inclusive: Commitment to integrity, transparency, and inclusivity in all interactions.
  • Relentless & Goal-Oriented: A determined attitude toward meeting and exceeding targets.
  • Self-Paced & Virtual: Control your career growth at your own pace with maximum flexibility.
  • Financial Services: Gain a foothold in the financial services industry, providing essential solutions to clients.
  • Full-Time Commitment: This is a full-time opportunity for those ready to commit to a career of growth and achievement.

If you’re looking to build a rewarding career with unlimited growth potential, and you have the drive to succeed, apply now to join InsuraTec Services Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec is an Equal Opportunity Employer: We celebrate diversity and are dedicated to creating an inclusive environment for all employees.

Apply