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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Showing 5 of 30+ Financial Planning jobs
At Emory Healthcare we fuel your professional journey with better benefits, valuable resources, ongoing mentorship and leadership programs for all types of jobs, and a supportive environment that enables you to reach new heights in your career and be what you want to be. We provide:
- Comprehensive health benefits that start day 1
- Student Loan Repayment Assistance & Reimbursement Programs
- Family-focused benefits
- Wellness incentives
- The Manager of Financial Planning and Analysis, EHC, plays a key role in overseeing and managing the financial planning, budgeting, and analysis functions within the healthcare organization.
- This position involves collaborating with various departments to develop financial plans, providing insightful analysis to support decision-making, and ensuring financial goals align with the organization's strategic objectives.
- Develop, implement, and manage the annual budgeting process for the healthcare organization.
- Work closely with department heads to gather financial data and create accurate budget projections.
- Analyze historical financial data to identify trends and inform future financial plans.
- Conduct financial forecasting based on industry trends, market conditions, and organizational goals.
- Provide regular updates on financial projections to aid in decision-making and strategic planning.
- Perform in-depth financial analysis to evaluate the organization's financial performance.
- Identify variances, trends, and key performance indicators (KPIs) to support informed decision-making.
- Provide recommendations for cost-saving opportunities and revenue enhancement strategies.
- Collaborate with executive leadership to align financial plans with the organization's strategic goals.
- Assess the financial impact of proposed strategic initiatives and projects.
- Develop financial models to evaluate potential investments, partnerships, and business opportunities.
- Ensure financial information is accurate, timely, and in compliance with regulatory standards.
- Identify and assess financial risks and opportunities.
- Develop strategies to mitigate financial risks and capitalize on opportunities.
- Stay informed about changes in healthcare regulations and reimbursement policies.
- Collaborate with finance, operations, and clinical teams to gather information and align financial plans with operational needs.
- Communicate financial insights to non-financial stakeholders in a clear and understandable manner.
- Evaluate and enhance financial planning and analysis processes.
- Provide leadership to the finance team, mentoring and developing junior analysts.
- Bachelor's degree required; Master's degree preferred 5 years in financial planning and analysis, 1-2 years in healthcare Proven ability to guide and mentor a team.
- A combination of education and experience that demonstrates the required skills and knowledge may be considered.
Emory Healthcare is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. Please contact Emory Healthcare’s Human Resources at careers@emoryhealthcare.org. Please note that one week's advance notice is preferred.
At Emory Healthcare we fuel your professional journey with better benefits, valuable resources, ongoing mentorship and leadership programs for all types of jobs, and a supportive environment that enables you to reach new heights in your career and be what you want to be. We provide:
- Comprehensive health benefits that start day 1
- Student Loan Repayment Assistance & Reimbursement Programs
- Family-focused benefits
- Wellness incentives
- The Manager of Financial Planning and Analysis, EHC, plays a key role in overseeing and managing the financial planning, budgeting, and analysis functions within the healthcare organization.
- This position involves collaborating with various departments to develop financial plans, providing insightful analysis to support decision-making, and ensuring financial goals align with the organization's strategic objectives.
- Develop, implement, and manage the annual budgeting process for the healthcare organization.
- Work closely with department heads to gather financial data and create accurate budget projections.
- Analyze historical financial data to identify trends and inform future financial plans.
- Conduct financial forecasting based on industry trends, market conditions, and organizational goals.
- Provide regular updates on financial projections to aid in decision-making and strategic planning.
- Perform in-depth financial analysis to evaluate the organization's financial performance.
- Identify variances, trends, and key performance indicators (KPIs) to support informed decision-making.
- Provide recommendations for cost-saving opportunities and revenue enhancement strategies.
- Collaborate with executive leadership to align financial plans with the organization's strategic goals.
- Assess the financial impact of proposed strategic initiatives and projects.
- Develop financial models to evaluate potential investments, partnerships, and business opportunities.
- Ensure financial information is accurate, timely, and in compliance with regulatory standards.
- Identify and assess financial risks and opportunities.
- Develop strategies to mitigate financial risks and capitalize on opportunities.
- Stay informed about changes in healthcare regulations and reimbursement policies.
- Collaborate with finance, operations, and clinical teams to gather information and align financial plans with operational needs.
- Communicate financial insights to non-financial stakeholders in a clear and understandable manner.
- Evaluate and enhance financial planning and analysis processes.
- Provide leadership to the finance team, mentoring and developing junior analysts.
- Bachelor's degree required; Master's degree preferred 5 years in financial planning and analysis, 1-2 years in healthcare Proven ability to guide and mentor a team.
- A combination of education and experience that demonstrates the required skills and knowledge may be considered.
Emory Healthcare is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. Please contact Emory Healthcare’s Human Resources at careers@emoryhealthcare.org. Please note that one week's advance notice is preferred.
See All 30 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
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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 LIBERTY, XKIG, and Jobot, based on current listings on Migrate Mate as of November 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, Duluth, and Alpharetta 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 67% of financial planning openings tied to Georgia are remote or hybrid as of November 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 30 Financial Planning Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
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