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

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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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FP&A Manager - AI Trainer

Atlanta, GA · Remote

$50 - $60/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

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All JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Decatur, GA

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 Jun 21, 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 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.

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 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 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.

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.
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
Vice President, Finance - Remote

Vice President, Finance - Remote

D.W. Simpson

Alpharetta, GA • On-site, Remote

$125/hr

Full-time

Posted 5 hours ago

Job description

Job Description
No room to grow where you are? This role presents clear opportunities to advance in knowledge and responsibilities. P&C insurer with a focus on specialty products is in search of a deeply analytical and highly motivated Actuary - Vice President, Finance. This individual will provide financial planning, forecasting, and analytical support as well as serve as a business partner to the product line leaders. The ideal candidate would be an individual contributor with 4+ years of P&C experience, strong modeling skills, and a background in Financial Planning & Analysis. ACAS or FCAS preferred, but will consider students taking exams. (#57834)
Compensation:
  • Salary range of $125-150K
Location:
  • Remote

Meet Your Recruiter
Arturo Aguilera
Director, Social Media & Marketing
Arturo joined DW Simpson in 2017 and is currently the Social Media Specialist. He is in charge of running and maintaining DW Simpson's social media presence, increasing brand awareness and improving marketing efforts.
Arturo attended Columbia College Chicago where he graduated with a BFA in Advertising Art Direction. He enjoys attending concerts, dive bars, and art museums.
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  • arturo.aguilera@dwsimpson.com
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About DW Simpson

Sourced by ZipRecruiter

We have offices all over the United States and place professionals globally. Our expertise includes property & casualty, life, health, pension, and increasingly non-traditional areas such as risk management, catastrophe modeling, predictive modeling, financial modeling, and data analytics. Mission Our mission is to be the premier executive recruiting firm specializing in the placement of actuaries and analytics professionals; to be recognized for the best service, integrity and forthrightness that the firm brings to each business relationship; and to be willing at all times to sacrifice short-term gain for the long-term good and prosperity of our clients, our candidates and, as a result, our organization as well. Diversity, Equity, and Inclusion Statement We are dedicated to hiring and retaining diverse talent and ensuring that we treat everyone with respect and support. We embrace diversity and strive to create conditions that provide everyone with an equal opportunity to thrive. Our employment practices will not be influenced or affected by an applicant’s or employee’s race, color, religion, gender, sexual orientation, gender identity, disability, pregnancy, national origin, marital status, genetic information, age, veteran status, or any other characteristic protected under applicable federal, state, or local laws.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Chicago, IL, US

Year founded

1989

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