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RightCapital

Sales Development Representative

Shelton, CT · On-site

$50K - $55K/yr

RightCapital - Join one of Connecticut's Top Ten Tech Startups! RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently ...

Centura Wealth Advisory

Paraplanner

San Diego, CA · On-site

Meeting Preparation & Support Prepare and organize materials for client meetings, including agendas, RightCapital financial plans, portfolio reports, and legal documents. Attend meetings with ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Provide limited support to onboard new clients. * Assist with organizing and updating Advyzon, RightCapital, and client folders. * Assist with tax season efforts. * Train and mentor interns.

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 ...

Urgent

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 ...

Urgent

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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 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.
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Infographic showing various Rightcapital job openings in the United States as of May 2026, with employment types broken down into 97% Full Time, and 3% Temporary. Highlights an 64% Physical, 6% Hybrid, and 30% Remote job distribution.
Sales Development Representative

Sales Development Representative

RightCapital

Shelton, CT • On-site

$50K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Job description

Job description:


RightCapital - Join one of Connecticut's Top Ten Tech Startups!
RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! We started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help financial advisors add value to their clients! We are currently taking the financial planning marketplace by force as we expand into new sales channels. Join us, and help facilitate our growth!


Sales Development Representative - Come be an integral part in our Sales process!
The SDR team is a melting pot of minds and ideas. We are extremely innovative and collaborative as we each find ways to help each other succeed. If you are looking for a team-based environment that becomes your second family, that is RightCapital. As a company, we pride ourselves on promoting internally and have developed a clear training path that leads to advancement not only within the Sales Development Team but in all facets within the company. Each day truly is a new day filled with opportunity for both personal and professional growth! You will learn from the best in the industry and acquire important foundational skills that will help you to build a stronger career down the road. This is a fantastic opportunity for a motivated person to learn and grow.


We have a detailed training and onboarding process that will teach you how to excel as a Sales Development Representative at RightCapital. If you want to get into a sales career and believe that your effort and attitude determine your ability to succeed, then this is the place for you!


Breakdown of Sales Development Representative Role

  • Leverage SalesForce to assess current pipeline of advisors
  • Manage a pipeline of leads, which consist of a balanced mix of warm leads generated from marketing and outbound cold calls
  • Book on average 2 sales demonstrations each day for Sales Associates
  • Collaborate with SDR Team Lead, Senior Sales Manager, and VP of Sales during recurring brain storming sessions to enhance our sales playbooks

Skills Needed to Excel at this Role

  • Growth Mindset – Must have a ‘can do' attitude and believe challenges help you grow
  • Hustle – Must be willing work hard each day
  • Communication Skills – Must have excellent verbal and written communication skills
  • Team Player – Must actively contribute to the SDR team objectives, while collaborating with your teammates to improve the sales process
  • Problem Solving – Must be able to identify the full scope of the challenge and work toward finding an effective solution

Qualifications

  • 1+ years of experience in a client facing/sales role preferred, interest in Saas sales required
  • Associate's or Bachelor's Degree (in fields such as Business Administration, Finance, Economics, Sports Management, Communications, Marketing, Public Relations, Liberal Arts, Psychology, Social Studies, or related) preferred


Benefits

  • Salary + Commission
  • Overall Target Compensation: $51,000 - $55,000
  • Group medical health insurance – multiple options with generous subsidies
  • Vision and Dental group insurance
  • 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
  • Monthly bonus opportunities based on # of demos booked
  • $1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
  • Free onsite gym membership
  • Free weekly team breakfast and lunch
  • Flexible vacation (no limit)
  • Casual dress code
  • Pet friendly office
  • Fun and social outings, including happy hours and team building events
  • Exciting growth opportunities and did we mention yet that we have a lot of fun!


Location

  • RightCapital's main office is in Shelton, CT
  • Hybrid: Two day required in office


RightCapital is an equal opportunity employer.

Job Type: Full-time

Benefits:


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Referral program


Experience:


  • B2B sales: 1 year (Preferred)


Ability to Commute:


  • Shelton, CT 06484 (2 days on-site Required)

Company Description

RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! We started as a group of entrepreneurs working from a garage in Connecticut to now having the 2nd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help financial advisors add value to their clients!