Financial Planning Jobs in Georgia
Financial Planning jobs in Georgia are in steady demand, with active hiring concentrated in wealth management, corporate finance, and retirement planning across firms and institutions that serve the state's growing population and business base, with openings running from entry-level associate planners through senior advisors and practice leaders. Atlanta is by far the largest market, but Savannah and Augusta also show consistent hiring activity, with employers like Fidelity Investments, SunTrust parent Truist Financial, and Ameriprise Financial maintaining a lasting presence in the state. The most sought-after specialties in Georgia listings are retirement planning, tax-efficient investment strategy, and fee-only comprehensive financial planning. Find a role that fits below and apply directly.
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The Director, Financial Planning & Analysis Process Optimization will be part of an agile Global FP&A transformation team of 10 Company associates that delivers the framework for the Service delivery teams and Genpact to be successful in all Financial Planning & Analysis (FP&A) activities. The work you will do is entirely on a project basis and will cover FP&A topics such as Unit Case Sales, Concentrate Shipments, Revenues, Deductions,, Commercial Finance, DME, System Economics, Customer P&Ls, COGS, OPEX, CAPEX, Working Capital, etc. The work will be on a project basis within the broad FP&A spectrum. This role is about optimizing the FP&A processes and setting the framework for the FP&A service delivery teams & Genpact to operate within -with a clear end-to-end view. The role will be networked with the different Service Delivery teams, Genpact, the Operating Units, the Centre and other areas of Financial Services.
What You’ll Do for Us:
- The role drives process development, simplification, standardization and automation for all end-to-end FP&A activities in order to optimize the FP&A Service delivery by the different OU & Corporate Service Delivery teams.
- You will work closely with the FP&A process transformation Team of KO associates in strong collaboration with primarily the different OU & Corporate Service delivery teams and Genpact.
- You will have a relentless focus on ensuring optimization of all FP&A Service delivery activities.
What We’re Looking For:
- University/Bachelor’s degree preferred
- 7-10+ years of FP&A working experience.
- Experience in other business functions and field operation will be a plus.
- Experience in being part of a virtual team across the globe.
- Ability to understand and manage risk
- Experience in a multinational company with a global footprint.
- Strong demonstration of business acumen, financial competency, global mindset, effective communication, operational excellence, systems proficiency, change adaptability, flexibility, being able to operate in ambiguous situations, business partnership and collaboration, and innovation.
Functional
- Experience in one or more domains of FP&A
- Have a natural focus on Operational Excellence
- Agile ways of working to solve problems
- Service mindset & stakeholder management
- Be able to work autonomously whilst connecting with others.
What can help you to be successful in the role?
Growth Behavior:
- Growth Mindset: Demonstrates Curiosity. Welcomes failure as a learning opportunity.
- Smart Risk: Makes bold decisions/recommendations.
- Commercially Focused: Understands the upstream and downstream implications of his/her work.
- Performance Driven & Accountable: Has high performance standards. Outperforms her/his peers.
- Fast/Agile: Removes barriers to move faster. Experiments and adapts. Thrives under pressure and fast pace.
- Empowered: Brings solutions instead of problems. Challenges the status quo. Has the courage to take an unpopular stance.
Leadership Behavior
- Act Like an Owner: Deliver results, creating value for our brands, our System, our customers and key stakeholders.
- Collaborate with the System, Customers and Key Stakeholders
- Develops Self and Others: Develop self and support others' development to achieve their full potential.
- Drive Innovation: Generate new or unique solutions and embrace new ideas that help sustain our business.
What We Can Do For You
- Career growth and development: Leveraging our boundaryless network, we provide access to educational platforms and provide coaching, mentoring and feedback, as a part of our Leadership & Development process.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. We want to make our culture inevitable.
- International Experience: Become part of international projects and work along multicultural teams, through our global network.
Poland -
Base Salary: 263,000 PLN to 398,000 PLN
Base pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Annual Incentive Reference Value Percentage: 30%
Annual incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.
Long Term Incentive Reference Value Percentage: Not Applicable
Long term incentive reference value is a market-based competitive value for your role.
The Coca-Cola Company will not offer sponsorship for employment status (including, but not limited to, H1-B visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require The Coca-Cola Company's sponsorship to continue to work legally in the United States.Pay Range:
United States: 148,000 - 169,000 USDBase pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Annual Incentive Reference Value Percentage:
30Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.
Location(s):
United States of AmericaCity/Cities:
AtlantaTravel Required:
00% - 25%Relocation Provided:
YesJob Posting End Date:
September 16, 2026Our Purpose and Growth Culture:
We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what’s possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors – curious, empowered, inclusive and agile – and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.Pay Range:: 0 - 0 USD
Base pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Annual Incentive Reference Value Percentage:30
Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.
Long-term Incentive Reference Value Percentage:0 - 20
Long-term Incentive reference value is a market-based competitive value for your role.
The Director, Financial Planning & Analysis Process Optimization will be part of an agile Global FP&A transformation team of 10 Company associates that delivers the framework for the Service delivery teams and Genpact to be successful in all Financial Planning & Analysis (FP&A) activities. The work you will do is entirely on a project basis and will cover FP&A topics such as Unit Case Sales, Concentrate Shipments, Revenues, Deductions,, Commercial Finance, DME, System Economics, Customer P&Ls, COGS, OPEX, CAPEX, Working Capital, etc. The work will be on a project basis within the broad FP&A spectrum. This role is about optimizing the FP&A processes and setting the framework for the FP&A service delivery teams & Genpact to operate within -with a clear end-to-end view. The role will be networked with the different Service Delivery teams, Genpact, the Operating Units, the Centre and other areas of Financial Services.
What You’ll Do for Us:
- The role drives process development, simplification, standardization and automation for all end-to-end FP&A activities in order to optimize the FP&A Service delivery by the different OU & Corporate Service Delivery teams.
- You will work closely with the FP&A process transformation Team of KO associates in strong collaboration with primarily the different OU & Corporate Service delivery teams and Genpact.
- You will have a relentless focus on ensuring optimization of all FP&A Service delivery activities.
What We’re Looking For:
- University/Bachelor’s degree preferred
- 7-10+ years of FP&A working experience.
- Experience in other business functions and field operation will be a plus.
- Experience in being part of a virtual team across the globe.
- Ability to understand and manage risk
- Experience in a multinational company with a global footprint.
- Strong demonstration of business acumen, financial competency, global mindset, effective communication, operational excellence, systems proficiency, change adaptability, flexibility, being able to operate in ambiguous situations, business partnership and collaboration, and innovation.
Functional
- Experience in one or more domains of FP&A
- Have a natural focus on Operational Excellence
- Agile ways of working to solve problems
- Service mindset & stakeholder management
- Be able to work autonomously whilst connecting with others.
What can help you to be successful in the role?
Growth Behavior:
- Growth Mindset: Demonstrates Curiosity. Welcomes failure as a learning opportunity.
- Smart Risk: Makes bold decisions/recommendations.
- Commercially Focused: Understands the upstream and downstream implications of his/her work.
- Performance Driven & Accountable: Has high performance standards. Outperforms her/his peers.
- Fast/Agile: Removes barriers to move faster. Experiments and adapts. Thrives under pressure and fast pace.
- Empowered: Brings solutions instead of problems. Challenges the status quo. Has the courage to take an unpopular stance.
Leadership Behavior
- Act Like an Owner: Deliver results, creating value for our brands, our System, our customers and key stakeholders.
- Collaborate with the System, Customers and Key Stakeholders
- Develops Self and Others: Develop self and support others' development to achieve their full potential.
- Drive Innovation: Generate new or unique solutions and embrace new ideas that help sustain our business.
What We Can Do For You
- Career growth and development: Leveraging our boundaryless network, we provide access to educational platforms and provide coaching, mentoring and feedback, as a part of our Leadership & Development process.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. We want to make our culture inevitable.
- International Experience: Become part of international projects and work along multicultural teams, through our global network.
Poland -
Base Salary: 263,000 PLN to 398,000 PLN
Base pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Annual Incentive Reference Value Percentage: 30%
Annual incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.
Long Term Incentive Reference Value Percentage: Not Applicable
Long term incentive reference value is a market-based competitive value for your role.
The Coca-Cola Company will not offer sponsorship for employment status (including, but not limited to, H1-B visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require The Coca-Cola Company's sponsorship to continue to work legally in the United States.Pay Range:
United States: 148,000 - 169,000 USDBase pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Annual Incentive Reference Value Percentage:
30Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.
Location(s):
United States of AmericaCity/Cities:
AtlantaTravel Required:
00% - 25%Relocation Provided:
YesJob Posting End Date:
September 16, 2026Our Purpose and Growth Culture:
We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what’s possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors – curious, empowered, inclusive and agile – and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.Pay Range:: 0 - 0 USD
Base pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Annual Incentive Reference Value Percentage:30
Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.
Long-term Incentive Reference Value Percentage:0 - 20
Long-term Incentive reference value is a market-based competitive value for your role.
See All 22 Financial Planning Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Financial Planning Job Market in Georgia
A snapshot from current Georgia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
- Staffing & Recruiting
What Georgia Employers Look For
The qualifications that appear most often in financial planning jobs across Georgia.
- Active FINRA Series 65 or Series 66 registration required or eligible to obtain in Georgia
- CFP certification preferred or in progress for comprehensive financial planning roles
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Experience with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of federal tax law, retirement accounts, and estate planning fundamentals
- Excellent written and verbal communication skills for client-facing advisory work
Financial Planning Jobs in Georgia: Frequently Asked Questions
How do you become a financial planning in Georgia?
Becoming a financial planner in Georgia typically starts with a bachelor's degree in finance, economics, or accounting, followed by passing FINRA licensing exams such as the Series 65, which registers you as an investment adviser representative in Georgia through the Georgia Secretary of State's Securities Division. Most employers also expect or require the CFP designation, which involves completing a CFP Board-registered education program, passing the CFP exam, and meeting experience requirements before certification.
How much do financial plannings make in Georgia?
Financial plannings in Georgia earn a median of about $101,450 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $46,180 for the lowest 10% to over $367,640 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Georgia?
Employers hiring financial plannings in Georgia right now include The Coca-Cola Company, Jobot, and BRAVEN, based on current listings on Migrate Mate as of September 2026. Georgia's concentration of large financial services firms, regional banks, and insurance companies headquartered or regionally anchored in Atlanta creates a consistently broad pool of hiring organizations.
Which Georgia cities have the most financial planning jobs?
Atlanta, Alpharetta, and Peachtree Corners have the most financial planning openings in Georgia. Atlanta dominates because of its dense concentration of wealth management firms, corporate finance departments, and major insurers, while Savannah and Augusta draw consistent hiring from regional banks, credit unions, and independent advisory practices serving those cities' growing professional and retiree populations.
Are there remote financial planning jobs in Georgia?
Yes, and more than many client-facing fields, because financial planning increasingly relies on video conferencing and digital planning tools that make remote advisory work viable. About 73% of financial planning openings tied to Georgia are remote or hybrid as of September 2026, reflecting broader industry adoption of virtual client service models. Portfolio review, financial plan preparation, and ongoing advisory relationships are the functions most commonly performed remotely.
How can I get hired as a financial planning in Georgia with little or no experience?
The most realistic entry path is a financial planning associate or client service associate role at a registered investment advisory firm or a regional bank wealth management division in Atlanta, where firms like Ameriprise and Truist run structured onboarding programs for candidates without prior advisory experience. Earning the Series 65 before applying signals seriousness and removes a major hiring barrier. Adjacent roles in banking, insurance, or tax preparation also provide a recognized bridge into financial planning positions at Georgia firms.
Where can I find and apply to financial planning jobs in Georgia?
You can find and apply to financial planning jobs in Georgia on Migrate Mate, which lists current Georgia openings from employers actively hiring in the state. Find roles that fit your experience and specialization and apply directly to the ones that match.
See All 22 Financial Planning Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
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