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Remote Financial Planning Jobs in Decatur, GA (NOW HIRING)

RemX

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Senior Finance Analyst

Atlanta, GA · Remote

$90K - $115K/yr

Position : Sr Financial Analyst Compensation : $90K-$115K + Bonus + Benefits Location : Remote ... Five (5) to ten (10) years of FP&A experience required * Highly adept with GAAP compliance ...

Zelis

Sr Manager Investment & Capacity Planning

Atlanta, GA · On-site +1

$127K - $160.55K/yr

A Little About Us Zelis is modernizing the healthcare financial experience across payers, providers ... We foster a hybrid and remote friendly culture, and all our employee's work locations are based on ...

InsuraTec

Sales Representative (Remote)

Atlanta, 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)

Kennesaw, 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)

Doraville, 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)

Dunwoody, 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)

Scottdale, 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)

Decatur, 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)

Mcdonough, 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)

Tucker, 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)

Brookhaven, 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)

Stonecrest, 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)

Vinnings, 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 ...

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Remote Financial Planning information

See Decatur, GA salary details

$49.3K

$94.4K

$136.2K

How much do remote financial planning jobs pay per year?

As of May 31, 2026, the average yearly pay for remote financial planning in Decatur, GA is $94,393.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,200.00 and $99,600.00 per year, depending on experience, location, and employer.

What Are Remote Financial Planning Jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

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 expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.

What is remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

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

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

More about Remote Financial Planning jobs
What are popular job titles related to Remote Financial Planning jobs in Decatur, GA? For Remote Financial Planning jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Decatur, GA look for? The top searched job categories for Remote Financial Planning jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Remote Financial Planning jobs? Cities near Decatur, GA with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Senior Finance Analyst

Senior Finance Analyst

RemX

Atlanta, GA • Remote

$90K - $115K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

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Job description

Position: Sr Financial Analyst

Compensation: $90K-$115K + Bonus + Benefits

Location: Remote-Eastern Time Zone


Remote-Centric Schedule - MUST BE BASED IN EASTERN TIME ZONE


The Financial Analyst is responsible for providing analysis in decision making in all matters operational, financial, and strategic. The candidate we are seeking has a strong analytical mindset with technical ability and excellent people and forecasting skills. If you meet the requirements, we invite you to join this 

family friendly team on a solid growth trajectory in an exciting industry!


Responsibilities


  • Provide analytical, forecasting, reporting, and project support to management
  • Create and present variance analysis reports and financial models to Executive Management
  • Lead financial forecasting and budgeting processes and actual vs budget variance analysis
  • Act as Strategic Business partner to Executive Management
  • Develop and present quarterly financial report decks to Executives via Power Point
  • Develop pro forma and forecasting models as well as monthly reporting materials
  • Responsible for consistent review of assigned Corporate business activities
  • Integral with development and implementation of improved business and financial processes
  • Design benchmarks and dashboards to drive strategic and operational decision making
  • Perform evaluation of new opportunities and potential risk through pro forma modeling and analysis


Qualifications 


  • BS in Finance, Accounting or related field combined with relevant analytical experience
  • Five (5) to ten (10) years of FP&A experience required
  • Highly adept with GAAP compliance, quantitative analysis and financial modeling
  • Very strong communication, analytical, decision-making and problem-solving skills
  • Attention to accuracy with strong attention to detail
  • Ability to collaborate effectively cross-departmentally and with Corporate Executives
  • Advanced MS Excel, Power Point and ERP accounting software proficiency required
  • System implementation experience and software industry background a plus
  • Proficiency with Sage Intacct not required but a big plus




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About RemX

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RemX is a proven leader in the Contract to Hire job industry. We help place the right people in the right jobs. Let us help you today!

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Atlanta, GA, US

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