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Rightcapital Jobs (NOW HIRING)

TekSky

Associate Financial Advisor

Knoxville, TN · On-site

Build complete financial plans from discovery data using RightCapital and other tools, which you'll combine into a proprietary Retirement Blueprint deliverable * Document and refine workflows as you ...

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150 - $200/hr

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 ...

WaFd Bank

Director, Financial Planning

Seattle, WA · On-site

$150K - $200K/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

$150K - $200K/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

$150K - $200K/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 · On-site

$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 ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$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 ...

Farther

Relationship Manager & Servicing Advisor

Proficiency with eMoney and/or RightCapital * Active AI tool user - not just open to it, actually doing it * Exceptional follow-through - nothing slips * Clear communicator who builds genuine client ...

Farther

Relationship Manager & Servicing Advisor

Proficiency with eMoney and/or RightCapital * Active AI tool user - not just open to it, actually doing it * Exceptional follow-through - nothing slips * Clear communicator who builds genuine client ...

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Rightcapital information

What is RightCapital?

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.

How does a financial planner use RightCapital software?

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 are the key skills and qualifications needed to thrive as a RightCapital financial planning software specialist?

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.

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.

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Rightcapital jobs near you
Infographic showing various Rightcapital job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 48% Physical, 9% Hybrid, and 43% Remote job distribution.

Associate Financial Advisor

TekSky

Knoxville, TN • On-site

Full-time

Re-posted 16 days ago

Job description

What You'll Own Day-to-Day
1. Wealth Management Operations & Client Service
  • Handle account opening, transfers, and pending applications
  • Field client service calls: distributions, statements, account questions, etc.
  • Handle day-to-day account maintenance, including money movement, rebalancing, tax-loss harvesting, etc.
  • Maintain clean records in CRM and compliance systems

2. Financial Plan Production
  • Build complete financial plans from discovery data using RightCapital and other tools, which you'll combine into a proprietary Retirement Blueprint deliverable
  • Document and refine workflows as you master them so the process can be scaled and delegated over time
  • Prep lead advisors on plan details and specific recommendations
  • Join plan delivery meetings as the technical expert to explain recommendations

About You
  • Licensing: Series 7 and 66, or ability to obtain within 90 days
  • Credentials: CFP® preferred; CFP/ChFC in-progress with <18 months to completion considered
  • Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops
  • Technical: Experience with financial planning software (we use RightCapital - easy to learn if you've worked with similar tools)
  • Knowledge: Retirement income planning, tax-aware withdrawals, Social Security, portfolio construction

You'll thrive here if you:
  • Like being the expert behind the scenes more than chasing a sales quota
  • Are comfortable talking to clients - answering questions and explaining strategies, even if you're not closing deals
  • Document processes, improve them, and don't need to be chased for follow-through
  • Want zero cold-calling, seminar travel, or sales quotas, and prefer to win by doing exceptional planning and service

Apply