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Rightcapital Jobs in California (NOW HIRING)

LPL Financial

Senior Financial Planner

San Diego, CA · Remote

$76K - $127K/yr

Experience with eMoney, MoneyGuide or RightCapital Core Competencies: * Understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk ...

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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.

What are popular job titles related to Rightcapital jobs in California?

For Rightcapital jobs in California, the most frequently searched job titles are:

What job categories do people searching Rightcapital jobs in California look for?

The top searched job categories for Rightcapital jobs in California are:

What cities in California are hiring for Rightcapital jobs?

Cities in California with the most Rightcapital job openings:

Rightcapital jobs near you
Infographic showing various Rightcapital job openings in California as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 54% Physical, 5% Hybrid, and 41% Remote job distribution.

Senior Associate Wealth Advisor

Beacon Pointe Advisors LLC

Larkspur, CA • On-site

$100K - $125K/yr

Full-time

Posted 4 days ago

Job description

Compensation:

$100,000-$125,000 per year based on experience + annual discretionary bonus

Job Description:

We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top notch service to our clients. We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!

Responsibilities:

  • Partner with and support Wealth Advisors on 50 - 60 client relationships to best serve our clients.
  • Have a working knowledge for all of your clients and accurately manage client data across all systems.
  • Ensure all client tasks, requests and communications are taken care of on a timely basis.
  • Assist Wealth Advisors in client meeting prep, take notes in client meetings and provide detailed follow-up directly to client.
  • Gather client information and create or update planning projections.
  • Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
  • Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations.
  • Partner with Client Service Team during client onboarding process and with custodian paperwork and money movement requests.
  • Be back-up to Client Service Team on all custodian requests.
  • Help develop tools and templates to assist with the efficient delivery of our service offering.
  • Contribute to a professional and energetic working environment.

Qualifications:

  • Minimum of 3 years of financial services experience.
  • Bachelor’s degree required
  • Ideal candidate has a CFP
  • Exceptional organizational skills with a strong ability to prioritize and multi-task
  • Personable, responsive and engaging with a client-first attitude
  • Mature, self-starting professional willing to take ownership of assigned responsibilities.
  • Ability to work independently and take direction from multiple parties.
  • Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
  • Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required.
  • Excellent written and verbal communication skills.
  • 100% remote work (West Coast hours, Pacific Time Zone)

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.