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Rightcapital Jobs (NOW HIRING)

RIA Recruiting

Client Service Associate

$65K - $80K/yr

Data input into our financial planning software - RightCapital * Scheduling client meetings via phone and email * We are a team that is always striving to improve our processes and we ask our entire ...

RIA Recruiting

Client Service Associate

San Jose, CA · On-site +1

$65K - $80K/yr

Data input into our financial planning software - RightCapital * Scheduling client meetings via phone and email * We are a team that is always striving to improve our processes and we ask our entire ...

Altruist

Implementation Manager, Hazel AI

San Francisco, CA · Hybrid

$150K - $180K/yr

Lead data migration efforts, including pulling client data from financial planning tools such as RightCapital and eMoney, managing bulk document uploads, and reconciling multiple data sources into ...

New

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$165K - $175K/yr

Develop planning tools proficiency-maintain expert-level proficiency in RightCapital and other planning systems; guide team members in best practices. * Partner with Relationship Managers to ensure ...

WaFd Bank

Director, Financial Planning

Seattle, WA

$165K - $175K/yr

Develop planning tools proficiency-maintain expertlevel proficiency in RightCapital and other planning systems; guide team members in best practices. * Partner with Relationship Managers to ensure ...

WaFd Bank

Director, Financial Planning

Seattle, WA

$165K - $175K/yr

Develop planning tools proficiency--maintain expertlevel proficiency in RightCapital and other planning systems; guide team members in best practices. * Partner with Relationship Managers to ensure ...

KerberRose S.C.

Financial Planner

Appleton, WI

$74K - $99K/yr

Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions. * Apply KRW modeling techniques at an expert level. * Independently ...

New

Stonebridge Financial Group

Be Seen First

Client Services Associate

San Rafael, CA · On-site

$75K - $100K/yr

Experience with Wealthbox, Black Diamond, Schwab Advisor Center, Nitrogen, or RightCapital is a plus Company Description Stonebridge Financial Group is a fee-only Registered Investment Advisor (RIA ...

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Rightcapital information

Who is the CEO of RightCapital?

As of now, the CEO of RightCapital is Ryan Alfred. He co-founded the company and has been leading its strategic direction in financial planning technology. Leadership roles can change, so it's advisable to verify with current company sources.

What is the difference between Rightcapital vs Financial Advisor?

AspectRightcapitalFinancial Advisor
CredentialsTypically requires CFP, CFA, or similar certificationsOften holds CFP, CFA, or other financial planning certifications
Work EnvironmentFinancial technology platform, often used by advisors for planningClient-facing, providing personalized financial advice
Industry UsageUsed by financial advisors and planners for planning toolsEmployed by firms or independent to advise clients
Search & Comparison IntentComparing financial planning software/toolsComparing financial advisory services or professionals

Rightcapital is a financial planning software used by financial advisors to create comprehensive plans, while a Financial Advisor is a professional who provides personalized financial advice to clients. Both roles often require similar certifications and operate within the financial industry, but their functions differ: one is a tool, the other a service provider.

How does a financial planner use RightCapital software to enhance client meetings and collaboration within an advisory team?

Financial planners use RightCapital to create interactive financial plans, visualize scenarios, and demonstrate strategies in real time during client meetings. The software allows for dynamic adjustments based on client input, facilitating more engaging and personalized discussions. Within an advisory team, RightCapital supports collaboration by enabling shared access to client data, notes, and recommendations, ensuring consistency and efficiency across team members. This collaborative environment streamlines workflows and helps provide clients with a cohesive experience.

What jobs pay 500,000 a year in the US?

High-paying jobs that can reach or exceed $500,000 annually include roles such as senior investment bankers, hedge fund managers, specialized surgeons, and top executives like CEOs. These positions typically require extensive experience, advanced skills, and often involve high levels of responsibility and performance-based bonuses.

What is RightCapital and what does it do?

RightCapital is a financial planning software designed to help financial advisors create comprehensive financial plans for their clients. It offers tools for retirement planning, tax planning, cash flow analysis, and scenario modeling, making it easier for both advisors and clients to visualize and manage future financial goals. The software is known for its user-friendly interface and integrations with other financial platforms, streamlining the planning process. RightCapital helps advisors present complex financial concepts in a clear and accessible way, enhancing client engagement and understanding.

What are the key skills and qualifications needed to thrive as a RightCapital financial planning software specialist, and why are they important?

To thrive as a RightCapital specialist, you need a solid background in financial planning concepts, familiarity with investment and retirement strategies, and often a degree in finance or a related field. Proficiency with the RightCapital platform, CRM systems, and financial analysis tools is typically required, along with any relevant certifications like CFP®. Strong analytical thinking, attention to detail, and excellent client communication skills help professionals stand out in this role. These skills ensure accurate financial modeling, effective client presentations, and seamless integration of technology into advisory practices.

Is RightCapital safe?

RightCapital is a financial planning software platform used by financial professionals, and its safety depends on proper cybersecurity practices. The platform employs encryption and security measures to protect user data, but users should also follow best practices such as strong passwords and secure networks when accessing it.

Who is RightCapital?

RightCapital is a financial technology company that provides financial planning software for financial advisors and institutions. It offers tools for retirement planning, investment analysis, and client management, often requiring knowledge of financial concepts and software proficiency. The company focuses on streamlining financial advisory services through digital solutions.
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What states have the most Rightcapital jobs? States with the most job openings for Rightcapital jobs include:
What job categories do people searching Rightcapital jobs look for? The top searched job categories for Rightcapital jobs are:
Rightcapital jobs near you
Infographic showing various Rightcapital job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution.

Client Service Associate

RIA Recruiting

Remote

$65K - $80K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Client Service Associate

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full time. This position is open to candidates in Pacific and Mountain time zones.

Compensation & Benefits:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Bonus based on firm and personal performance
  • Profit sharing program
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance - $1050/month stipend
  • Dental and Vision insurance
  • 401(k) with a 4% match
  • Generous PTO Policy & Paid Holidays – 25 PTO days in the first year
  • $100/month WFH reimbursement
  • Dependent Care FSA
  • Group term life and long-term disability insurance
  • Professional, Fun, Motivating Atmosphere
  • Permanently remote position
  • Room for growth to a management level position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for Schwab
  • Maintain and update client data in our CRM - Advyzon
  • Initiate, manage, and optimize workflows in Advyzon
  • Data input into our financial planning software - RightCapital
  • Scheduling client meetings via phone and email
  • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make it better over time!

Requirements:

  • 2 years of financial services experience
  • Adept and skilled with technology and 3rd party software. We are a paperless office
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time – we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Experience with CRM Software / Database Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
  • Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

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