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Virtual Financial Planning Jobs in Georgia (NOW HIRING)

GBX Consultants Inc

Financial Counselor

Fort Moore, GA · On-site

$18.75 - $24.50/hr

Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand ... A current nationally recognized financial counseling, planning, coaching, or education ...

GBX Consultants Inc

Financial Counselor

Fort Stewart, GA · On-site

$17.50 - $22.75/hr

Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand ... A current nationally recognized financial counseling, planning, coaching, or education ...

GBX Consultants Inc

Financial Counselor

Fort Eisenhower, GA · On-site

$17.75 - $23/hr

Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand ... A current nationally recognized financial counseling, planning, coaching, or education ...

GBX Consultants

Financial Counselor

Fort Stewart, GA · On-site

$17.50 - $22.75/hr

Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand ... A current nationally recognized financial counseling, planning, coaching, or education ...

GBX Consultants

Financial Counselor

Fort Moore, GA · On-site

$18.75 - $24.50/hr

Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand ... A current nationally recognized financial counseling, planning, coaching, or education ...

My BTLR

Fractional CFO

Alpharetta, GA · On-site

... 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 diverse ...

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 ...

RXinsider LTD.

Senior Finance Analyst

Kennesaw, GA · On-site

$80 - $100/hr

Role Summary As a Senior Financial Planning Analyst, you will serve as a core finance partner ... To help maintain this integrity, we ask to remove virtual backgrounds and include in‑person ...

Wolters Kluwer N.V.

Senior Finance Analyst

Kennesaw, GA · On-site

$80 - $100/hr

Role Summary As a Senior Financial Planning Analyst, you will serve as a core finance partner ... To help maintain this integrity, we ask to remove virtual backgrounds and include in‑person ...

Wolters Kluwer N.V.

Senior Finance Analyst

Kennesaw, GA · On-site

$71K - $124K/yr

Role Summary As a Senior Financial Planning Analyst, you will serve as a core finance partner ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...

Wolters Kluwer

Senior Finance Analyst

Kennesaw, GA · On-site

$71K - $124K/yr

Role Summary As a Senior Financial Planning Analyst, you will serve as a core finance partner ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...

Wolters Kluwer

Senior Finance Analyst

Kennesaw, GA · On-site

$71K - $124K/yr

Role Summary As a Senior Financial Planning Analyst, you will serve as a core finance partner ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...

Wolters Kluwer

Senior Finance Analyst

Kennesaw, GA · On-site

$71K - $124K/yr

Role Summary As a Senior Financial Planning Analyst, you will serve as a core finance partner ... To help maintain this integrity, we ask to remove virtual backgrounds and include in-person ...

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All JobsFinancial Planning JobsVirtual Financial Planning JobsVirtual Financial Planning Jobs in Georgia

Virtual Financial Planning information

See Georgia salary details

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$28

How much do virtual financial planning jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for virtual financial planning in Georgia is $20.60, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $23.12 per hour, depending on experience, location, and employer.

What is virtual financial planning?

Virtual financial planning is the process of providing financial advice and planning services through online platforms rather than in-person meetings. Financial planners use video calls, secure messaging, and digital document sharing to help clients manage investments, plan for retirement, create budgets, and achieve financial goals. This approach offers flexibility, convenience, and access to a wider range of financial experts regardless of location. Clients can receive personalized advice and ongoing support while saving time and travel costs.

What are the key skills and qualifications needed to thrive as a virtual financial planner?

To thrive as a Virtual Financial Planner, you need strong analytical skills, in-depth financial knowledge, and usually a bachelor's degree in finance or a related field, with certifications like CFP or CFA being highly valued. Familiarity with financial planning software, virtual meeting platforms, and secure document-sharing systems is essential. Excellent communication, client relationship management, and digital collaboration skills distinguish top performers in this role. These abilities ensure accurate advice, seamless remote service delivery, and strong client trust in a digital financial environment.

What are some common challenges faced by virtual financial planners, and how can they be effectively managed?

Virtual Financial Planners often face challenges such as building trust with clients remotely, managing digital communication efficiently, and staying compliant with industry regulations in a virtual environment. To overcome these obstacles, it's important to leverage secure and user-friendly digital platforms, maintain proactive and transparent communication, and continuously update one's knowledge of compliance standards. Many successful professionals also invest in ongoing training and adopt best practices for virtual relationship-building to ensure clients feel supported and confident in the planning process.

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

AspectVirtual Financial PlanningFinancial Advisor
CredentialsCertifications like CFP, CFA often requiredSame certifications typically required
Work EnvironmentRemote, online platform-basedIn-person or hybrid, office-based or remote
Industry UsageCommon in digital financial servicesTraditional and digital financial services
Services OfferedFinancial planning via online tools and consultationsComprehensive financial advice, investment management

Virtual Financial Planning and Financial Advisors both require similar credentials and serve clients in the financial industry. The key difference lies in the delivery method: Virtual Financial Planning is conducted primarily online and remotely, while Financial Advisors may work in person or in hybrid settings. Both roles aim to help clients achieve financial goals, but Virtual Financial Planning emphasizes digital platforms for convenience and accessibility.

Can you be a virtual financial planner?

Yes, a virtual financial planner provides financial advice and planning services remotely, often through video calls, phone, or online platforms. They typically need relevant certifications such as CFP and proficiency with financial planning software, and may work flexible hours depending on client needs.

What are the most commonly searched types of Financial Planning jobs in Georgia?

The most popular types of Financial Planning jobs in Georgia are:

What are popular job titles related to Virtual Financial Planning jobs in Georgia?

For Virtual Financial Planning jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Virtual Financial Planning jobs in Georgia look for?

The top searched job categories for Virtual Financial Planning jobs in Georgia are:

What cities in Georgia are hiring for Virtual Financial Planning jobs?

Cities in Georgia with the most Virtual Financial Planning job openings:

Virtual Financial Planning jobs near you
Infographic showing various Virtual Financial Planning job openings in Georgia as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $42,851 per year, or $20.6 per hour.

Financial Counselor

GBX Consultants Inc

Fort Moore, GA • On-site

$18.75 - $24.50/hr

Full-time

Retirement

Posted 12 days ago

Job description

GBX Consultants, Inc. is accepting resumes for a Financial Counselor at Ft. Benning. The Army Transition Assistance Program (TAP) provides members of the Armed Forces with the highest quality of services, training, and transition support to make their transition from the military into civilian life a success. The Financial Counselor provides certified financial counseling and instruction to Service members and eligible clients throughout the military-to- civilian transition process. The Financial Counselor helps clients understand their current financial condition, identify risk, develop realistic, post-transition financial plans, and make informed decisions regarding income, expenses, credit, debt, taxes, insurance, benefits, and long-term financial readiness.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
  • Deliver individual financial counseling and group instruction, using approved Army and DoD financial readiness, curriculum and guidance.
  • Assess client, financial readiness, identify risk, indicators, and help develop practical transition budget and post-separation financial plans.
  • Educate clients on cash flow, debt management, credit, taxes, insurance, emergency savings, retirement, benefits, and changes in military compensation.
  • Explain financial considerations associated with employment, education, relocation, housing, health care, and family transitions.
  • Provide feedback on required financial plans and supporting documentation in accordance with TAP and Career Readiness Standards.
  • Refer clients to appropriate military, Government, nonprofit, and community financial resources when needs exceed the scope of the role.
  • Document counseling, instruction, assessments, referrals, and completion status accurately and on time in the designated system of record.
  • Coordinate with Transition Counselors, CIMs, installation personnel, and partner organizations to ensure integrated support and continuity of care.
  • Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand.
  • Maintain professional credentials and complete all required training, quality reviews, and continuing education.

EDUCATION AND EXPERIENCE REQUIREMENTS
  • Bachelor's degree from an accredited institution.
  • A current nationally recognized financial counseling, planning, coaching, or education certification appropriate to the work.
  • At least three years of experience providing financial counseling or advising individuals on financial benefits, resources, budgeting, debt, credit, taxes, or life-cycle financial planning.
  • Knowledge of financial readiness, fundamentals, and financial considerations affect affecting Service members and families during transition.
  • Ability to deliver effective individual counseling and group instruction in both in-person and virtual environments.
  • Strong judgment, communication, documentation, confidentiality, and customer service skills.
  • Ability to obtain and maintain required government suitability, installation, access, Common Access Card, and system access.

PREFERRED QUALIFICATIONS
  • AFC®, CFP®, ChFC®, CPA, or another nationally recognized credential relevant to financial counseling or planning.
  • Experience supporting military financial readiness, personal financial management, transition assistance, veterans, or military families.
  • Knowledge of military compensation, retirement, survivor benefits, VA benefits, education benefits, and post-service financial planning.

ADDITIONAL REQUIREMENTS
  • Applicants must undergo a background investigation (National Agency Check) conducted by the federal government.
  • Must be a U.S. citizen.
  • May be assigned as a shared, regional or enterprise specialist and provide synchronous virtual services across multiple installations and time zones.
  • Must maintain all professional certification and continuing education requirements throughout employment.

PHYSICIAL DEMANDS
  • Standing and sitting for long periods of time.
  • Occasional lifting, carrying, pushing or pulling of up to 10 lbs.
  • Oral communication over the phone and in person.
  • Alpha/numeric keyboarding.
  • Ability to view computer monitor.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. EOE/Vet/Disabled

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