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Virtual Financial Planning Jobs in Georgia (NOW HIRING)

corpay

Associate, Strategic Finance

Buckhead, GA · Hybrid

... FP&A Benefits & Perks * Medical, Dental & Vision benefits available the 1st month after hire * Automatic enrollment into our 401k plan * Virtual fitness classes offered company-wide * Robust PTO ...

corpay

Associate, Strategic Finance

Buckhead, GA · Hybrid

... FP&A Benefits & Perks * Medical, Dental & Vision benefits available the 1st month after hire * Automatic enrollment into our 401k plan * Virtual fitness classes offered company-wide * Robust PTO ...

Truist

CAC Financial Advisor

Atlanta, GA · On-site

... virtual environment with an assigned book of business. Consults with clients to uncover needs and ... Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient ...

Truist

CAC Financial Advisor

Atlanta, GA · On-site

... virtual environment with an assigned book of business. Consults with clients to uncover needs and ... Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient ...

Corpay

Associate, Strategic Finance

Atlanta, GA · On-site

... FP&A Benefits & Perks * Medical, Dental & Vision benefits available the 1st month after hire * Automatic enrollment into our 401k plan * Virtual fitness classes offered company-wide * Robust PTO ...

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Virtual Financial Planning information

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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.

Associate, Strategic Finance

corpay

Buckhead, GA • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Corpay rating

7.4

Company rating: 7.4 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

13th of 21 rated payment service providers

Job description

What We Need

Corpay is currently looking to hire an Associate, Strategic Finance. This position falls under our Corporate line of business and is located in our Atlanta, GA global headquarters. In this role, you will serve as a key partner to executive leadership, supporting consolidated financial planning, analysis, and strategic decision-making across the enterprise. You will play a critical role in revenue and P&L reporting, forecasting, and executive-level deliverables, while also providing analytical support for strategic initiatives.

The ideal candidate brings strong analytical rigor, intellectual curiosity, and business acumen, combined with the ability to communicate effectively with stakeholders at all levels. This role is designed for a high-potential finance professional seeking significant exposure and growth into leadership roles within Finance. Prior experience in M&A, private equity, corporate development, transaction diligence, or strategy consulting is a plus.

How We Work

As an Associate, Strategic Finance you will be expected to work in an in-office environment. Corpay will set you up for success by providing:

  • Assigned workspace in Atlanta, GA
  • Company-issued equipment
  • Hands-on training

Role Responsibilities

  • Driving monthly and quarterly consolidated revenue and P&L analysis, including telling the financial story, providing insights for executive leadership, and preparing monthly executive staff meeting materials
  • Preparing quarterly executive reporting materials, including consolidated forecasts, board presentations, earnings support, and guidance materials
  • Creating models and executive outputs for annual budget and long-range planning processes, including consolidation, scenario analysis, and executive presentations
  • Developing new financial models and reporting tools
  • Partnering across finance and functional teams to drive alignment, process improvement, and insights
  • Supporting ad hoc executive requests, M&A requests, and strategic projects
  • Identifying opportunities for process improvement, automation, and use of AI-driven tools to enhance reporting and analytics

Qualifications & Skills

  • Bachelor's degree required, preferably in Finance or Accounting
  • Ideally 5+ years (minimum 3 years) of experience in investment banking, private equity, corporate development, transaction diligence, strategy consulting, or corporate FP&A
  • MBA or CFA helpful but not required; at least one promotion in prior role preferred
  • Strong analytical toolkit and problem-solving skills, with demonstrated critical thinking and analytical rigor
  • Excellent written and verbal communication skills, with the ability to turn complex analysis into crisp executive summaries and narratives
  • Advanced Excel and financial modeling capabilities, including leverage of AI tools
  • Strong PowerPoint and executive communication skills
  • Strong relationship-building skills and ability to work effectively with senior leaders, finance, technology, legal, and other functional teams
  • Ability to manage multiple priorities and adapt in a fast-paced environment
  • High ownership, intellectual curiosity, attention to detail, discretion, and willingness to do hands-on work
  • Expert financial knowledge including strong understanding of income statement, balance sheet, and cash flow statements
  • Experience working with large data sets and generating insights
  • High-potential mindset with the ability to grow into leadership roles within Corporate FP&A

Benefits & Perks

  • Medical, Dental & Vision benefits available the 1st month after hire
  • Automatic enrollment into our 401k plan
  • Virtual fitness classes offered company-wide
  • Robust PTO offerings including major holidays, vacation, sick, personal, & volunteer time
  • Employee discounts with major providers
  • Philanthropic support with both local and national organizations
  • Fun culture with company-wide contests and prizes
    #LI-TB1

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