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

Reachdesk Ltd

FP&A Manager

Atlanta, GA · On-site +1

FP&A Manager United States (Remote) About Us Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects ...

Illumia, LLC

Senior Financial Analyst

Alpharetta, GA · Remote

$83K - $104K/yr

This position remote. Our local offices are in Alpharetta, GA and Scottsdale, AZ. Alpharetta, GA ... Sitting within the FP&A team, this role owns budgeting, forecasting, and reporting for the ...

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 ...

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

Remote Financial Planner information

See Cumming, GA salary details

$45K

$86.2K

$124.4K

How much do remote financial planner jobs pay per year?

As of Sep 6, 2026, the average yearly pay for remote financial planner in Cumming, GA is $86,247.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,800.00 and $91,000.00 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 Cumming, GA?

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

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

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

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

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

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

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

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Cumming, GA as of August 2026, with employment types broken down into 69% Full Time, 22% Part Time, and 9% Contract. Highlights an 100% Remote job distribution, with an average salary of $86,247 per year, or $41.5 per hour.

Remote Financial Planning & Assoc DIR Ast

Globalchannelmanagement

Atlanta, GA • Remote

Full-time

Posted 6 days ago

Job description

Remote Financial Planning & Assoc Ast Dir needs 8 – 12 (w/o Master's) or 6 – 8 years (with Master's) years of relevant experience in biotech or pharmaceutical industryAdvanced knowledge of GMP manufacturing and/or market release of pharmaceutical dosage forms and/or combination products.

Experience using SAP and Oracle
Experience in Finance system enhancements, integrations, and/or implementation
Understanding of SAP master data and Planning Tool data structures

Bachelor's degree in finance or accounting
FP&A experience
Advanced expertise in Hyperion, Microsoft Excel, and PowerPoint

Ability to present results to multiple levels of the organization including Finance leadership and SMPA parent company in a clear and concise manner.

Duties:

Lead the company-wide FP&A calendar, financial consolidations, and narrative development for forecasts, budgets, and long-range plans.
Own preparation of executive financial reviews, Board materials, and leadership reporting packages
Partner with the VP of FP&A and FP&A Leadership Team to deliver key planning, forecasting, reporting, and analysis activities.
Coordinate timelines, deliverables, assumptions, and stakeholder engagement across Finance and business functions.
Partner with IT and business teams to enhance planning, reporting, and analytics capabilities.

Global Channel Management logo

About Global Channel Management

Sourced by ZipRecruiter

Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Global Channel Management understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function. Organizations need to reduce training and labor costs but at the same time requiring the best talent for the job. GCM's Ownership and Management teams have extensive Staffing, Recruiting, HR and Executive Leadership knowledge, Experience and Expertise. Our Understanding and Commitment to our Client's Satisfaction are key reasons GCM has been successful in establishing long term relationships.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Austell, GA, US

Social media

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