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Virtual Cfa Jobs in Atlanta, GA (NOW HIRING)

Teach CFP exam education classes using our virtual classrooms. What You'll Do: Education and Exam ... Preferred Skills * PhD, JD, CPA, CFA, or FRM * 5 years of Financial industry experience.

The role is remote/virtual, with potential travel depending on client needs. It offers a unique ... Experience in multiple industries is a plus. * CPA, CFA, or similar certification is preferred.

The role is remote\/virtual, with potential travel depending on client needs. It offers a unique ... Experience in multiple industries is a plus. \n * CPA, CFA, or similar certification is preferred ...

... A or CFA helpful but not required; at least one promotion in prior role preferred * Strong ... Virtual fitness classes offered company-wide * Robust PTO offerings including major holidays ...

... virtual environment with an assigned book of business. Consults with clients to uncover needs and ... Preferred Qualifications: MBA, CFP, CFA, CIMA General Description of Available Benefits for ...

New

Virtual Cfa information

See Atlanta, GA salary details

$573

$1.3K

$2.4K

How much do virtual cfa jobs pay per week?

As of Aug 21, 2026, the average weekly pay for virtual cfa in Atlanta, GA is $1,336.02, according to ZipRecruiter salary data. Most workers in this role earn between $1,119.23 and $1,415.38 per week, depending on experience, location, and employer.

What is a Virtual CFA?

A Virtual CFA is a Chartered Financial Analyst who offers financial analysis, investment advice, and portfolio management services remotely, often via online platforms. They assist clients with investment strategies, financial planning, and risk management just like traditional CFAs, but provide their services virtually, making it more convenient and accessible, especially for clients in different locations. Virtual CFAs use digital tools for communication, analysis, and reporting, ensuring clients receive professional guidance without the need for in-person meetings.

How do virtual CFAs typically collaborate with clients and internal teams in a remote environment?

Virtual CFAs (Chartered Financial Analysts) often use secure digital platforms to communicate with clients, share financial reports, and provide investment advice. They collaborate closely with internal teams such as analysts, portfolio managers, and compliance officers through video calls, project management tools, and shared documents. Strong virtual communication skills are essential, as is the ability to manage multiple client relationships efficiently. Regular team meetings and transparent workflow processes help ensure everyone stays aligned while working remotely.

What are the key skills and qualifications needed to thrive as a virtual CFA, and why are they important?

To thrive as a Virtual CFA (Chartered Financial Analyst), you need deep expertise in financial analysis, investment strategies, and portfolio management, typically validated by the CFA charter and a strong background in finance or economics. Proficiency with financial modeling tools, data analysis software like Excel, Bloomberg Terminal, and virtual communication platforms is essential. Strong analytical thinking, attention to detail, and excellent client communication skills help build trust and deliver insightful financial guidance remotely. These skills are crucial for making informed investment decisions and maintaining client relationships in a virtual environment.

What is the difference between Virtual Cfa vs Financial Analyst?

AspectVirtual CfaFinancial Analyst
CertificationsCFA Charter, CFA Level examsOften CFA, CPA, or related certifications
Work EnvironmentRemote, online platformsOffice or remote, depending on employer
Industry UsageFinancial services, investment firmsCorporations, banks, investment firms
Job FocusInvestment analysis, portfolio managementFinancial planning, reporting, analysis

The Virtual Cfa primarily focuses on investment analysis and portfolio management, often working remotely with a CFA certification. Financial Analysts may perform similar analysis but can also handle broader financial planning and reporting tasks, often working in office environments. Both roles require strong financial credentials, but the Virtual Cfa emphasizes investment expertise in a remote setting.

Can a Virtual CFA work remotely?

A Virtual CFA can work remotely, as the role often involves analyzing financial data, preparing reports, and communicating with clients or teams through digital tools. Many virtual CFA positions are designed to be performed from any location with internet access, provided the candidate has the necessary certifications and skills. However, some employers may require occasional in-person meetings or specific software proficiency.

What are the most commonly searched types of Cfa jobs in Atlanta, GA?

The most popular types of Cfa jobs in Atlanta, GA are:

Infographic showing various Virtual Cfa job openings in Atlanta, GA as of July 2026, with employment types broken down into 85% Full Time, 11% Part Time, and 4% Contract. Highlights an 51% Physical, 2% Hybrid, and 47% Remote job distribution, with an average salary of $69,473 per year, or $33.4 per hour.

Dalton CFP Contractor Instructor

CeriFi

Alpharetta, GA • On-site

$100 - $125/hr

Full-time

Posted 7 days ago


Job description

Description:

The Opportunity

Responsible for delivering CFP content to students for a class review. Instructors need to deliver classroom content in a meaningful way to foster student understanding of complex topics. Content includes our books, student handout materials, question databases, and the ability to work within the LMS to provide feedback to students. Teach CFP exam education classes using our virtual classrooms.


What You'll Do:

Education and Exam Review Content

  • Thorough understanding of Dalton Education content, which includes our books, student handout materials, online learning program, question database, and classroom PowerPoints.
  • Assist with updates and content development for slides and other materials used throughout the education process as needed.
  • Remain current on CFP regulation and tax law changes/updates.
  • Facilitate assigned CFP courses.

Classroom

  • Teach CFP exam courses using our virtual classrooms.
  • Answer student questions and coordinate with other faculty to support student questions.
  • Foster student learning and participation in class.
  • Be prepared to present material at each class.
  • Answer student questions during class.
  • Deliver classes in a virtual classroom setting.

Miscellaneous

  • Provide your availability to the Faculty Director on an ongoing basis.
  • Complete other related duties as assigned.
Requirements:

What You'll Need:

  • Advanced degree in your area of study or current CFP certification and a Bachelor's in any subject.
  • Outstanding classroom facilitation skills.
  • Familiarity with Zoom.
  • Excellent written and oral communication skills.
  • Strong analytical, problem solving, and critical thinking skills.
  • Passion for education and helping to create future CFP registered representatives.

Preferred Skills

  • PhD, JD, CPA, CFA, or FRM
  • 5 years of Financial industry experience.
  • Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint.