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Work From Home Financial Paraplanner Jobs in Rome, GA

InsuraTec

Sales Representative (Remote)

Calhoun, GA · Remote

Location: 100% Remote (Work From Home) About InsuraTec: InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales ...

InsuraTec

Sales Representative (Remote)

Rome, GA · Remote

Location: 100% Remote (Work From Home) About InsuraTec: InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales ...

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All JobsFinancial Paraplanner JobsWork From Home Financial Paraplanner JobsWork From Home Financial Paraplanner Jobs in Rome, GA

Work From Home Financial Paraplanner information

See Rome, GA salary details

$32K

$65.5K

$99K

How much do work from home financial paraplanner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for work from home financial paraplanner in Rome, GA is $65,464.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $74,500.00 per year, depending on experience, location, and employer.

What is a work from home financial paraplanner?

Work From Home Financial Paraplanners are financial professionals who assist financial advisors by preparing financial plans, researching investment options, and managing client data—all from a remote location. They do not give direct financial advice to clients but play a crucial role in supporting advisors with administrative tasks, analysis, and documentation. Paraplanners help streamline the financial planning process, making it more efficient for both clients and advisors. This role typically requires strong analytical skills, proficiency with financial software, and attention to detail.

How do work from home financial paraplanners typically collaborate with financial advisors and clients remotely?

Work From Home Financial Paraplanners usually collaborate closely with financial advisors through secure online platforms, regular video meetings, and shared document management tools. They assist in preparing client reports, analyzing financial data, and handling administrative tasks, ensuring seamless communication despite the remote setting. Effective paraplanners are proactive in staying connected, responding promptly to requests, and maintaining organized digital records, which fosters trust and efficiency within the virtual team. While direct client interaction may vary by firm, maintaining professionalism and clear communication is essential when supporting both advisors and clients remotely.

What are the key skills and qualifications needed to thrive as a work from home financial paraplanner, and why are they important?

To thrive as a Work From Home Financial Paraplanner, you need a solid understanding of financial planning principles, investment products, and regulatory requirements, often supported by a degree in finance or a related field and credentials like CFP or FPQP. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro), CRM systems, and secure remote communication tools is typically required. Strong attention to detail, organizational skills, and effective virtual communication help you excel in a remote and client-focused environment. These competencies ensure accurate analysis, efficient client support, and seamless collaboration with financial advisors, which are crucial for delivering high-quality financial planning services remotely.

What is the difference between Work From Home Financial Paraplanner vs Work From Home Financial Advisor?

AspectWork From Home Financial ParaplannerWork From Home Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Primary RolePrepare financial plans, research, and document client informationProvide personalized financial advice and manage client portfolios
Work EnvironmentRemote, often supporting advisors or firmsRemote or in-office, directly interacting with clients
Industry UsageCommonly employed by financial planning firms and advisorsIndependent or firm-based, client-facing roles

While both roles require similar certifications and often operate remotely, financial paraplanners focus on preparing and supporting financial plans, whereas financial advisors directly advise clients and manage investments. Understanding these differences helps in choosing the right career path or job opportunity.

What job categories do people searching Work From Home Financial Paraplanner jobs in Rome, GA look for?

The top searched job categories for Work From Home Financial Paraplanner jobs in Rome, GA are:

What cities near Rome, GA are hiring for Work From Home Financial Paraplanner jobs?

Cities near Rome, GA with the most Work From Home Financial Paraplanner job openings:

Work From Home Financial Paraplanner jobs near you

GEORGIA only - Work at Home Call Center Representative

InfoCision

Rockmart, GA • Remote

$9/hr

Full-time, Other

Re-posted 24 days ago

InfoCision rating

3.0

Company rating: 3.0 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

72nd of 72 rated call and contact centers

Job description

We're looking for dependable, customer-focused individuals to join our growing remote call center team. If you're an excellent communicator who enjoys helping customers and working from home, we'd love to hear from you.

Schedule Options:

  • Day Shift
  • Evening Shift
  • Night Shift (available until 2:00 AM EST)

Job Responsibilities:

  • Answer inbound customer calls professionally and courteously.
  • Make outbound calls on behalf of a variety of clients.
  • Follow client-specific call flows and procedures.
  • Provide outstanding customer service and problem resolution.
  • Accurately document customer interactions.
  • Meet quality, attendance, and performance expectations.

Qualifications:

  • Excellent verbal communication skills.
  • Strong customer service skills.
  • Comfortable using a computer and navigating multiple applications.
  • Ability to multitask while speaking with customers.

Benefits:

  • 100% Remote Work from Home
  • Paid Training
  • Weekly Pay
  • Access a Portion of Your Earned Wages Multiple Times Each Week
  • Flexible Scheduling
  • Employee Recognition & Rewards Program
  • Opportunities for Career Growth and Advancement
  • Supportive Leadership Team

InfoCision. Work Happy. Live Happy.

Salary: $9.00 per hour

Work Location: Remote

Remote Work Requirements- Candidates must provide their own:

  • Windows PC or laptop with at least 8 GB of RAM (No MacBook or Chromebook)
  • Dual monitors
  • Webcam
  • USB Headset
  • Wired mouse
  • Reliable high-speed internet with a hard-wired connection.
  • A quiet, distraction-free workspace

What InfoCision employees say

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Hours and flexibility

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