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 ...
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 ...
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 ...
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 ...
Redtail, Orion, SEI, Fidelity, RightCapital, Holistiplan, Nitrogen, AssetMap. Benefits - Eligibility and a waiting period may apply 1. Medical-related * ICHRA - Employer Allowance (Individual Health ...
Redtail, Orion, SEI, Fidelity, RightCapital, Holistiplan, Nitrogen, AssetMap. Benefits - Eligibility and a waiting period may apply 1. Medical-related * ICHRA - Employer Allowance (Individual Health ...
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?
| Aspect | Rightcapital | Financial Advisor |
|---|---|---|
| Credentials | Typically requires CFP, CFA, or similar certifications | Often holds CFP, CFA, or other financial planning certifications |
| Work Environment | Financial technology platform, often used by advisors for planning | Client-facing, providing personalized financial advice |
| Industry Usage | Used by financial advisors and planners for planning tools | Employed by firms or independent to advise clients |
| Search & Comparison Intent | Comparing financial planning software/tools | Comparing 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 Colorado?
For Rightcapital jobs in Colorado, the most frequently searched job titles are:
- Seasonal Registered Investment Advisor
- Entry Level Financial Advisors
- Online Registered Investment Advisor
- Associate Financial Advisor
- Cfp
- Ultra High Net Worth Financial Advisor
- From Home Financial Advisor Training
- Financial Advisor Training
- Remote Junior Financial Advisor
- Entry Level Wealth Management Advisor
What job categories do people searching Rightcapital jobs in Colorado look for?
The top searched job categories for Rightcapital jobs in Colorado are:
Full-time
Re-posted 11 days ago
Job description
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting - just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.
Your Impact
The Ideal Match
Bonus Points
Why Join Us
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting - just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.
Your Impact
- Serve as primary point of contact for 100-125 affluent households - service requests, account updates, money movement, and day-to-day questions
- Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
- Own the full client meeting cycle - prep, attendance, notes, and all follow-up
- Build relationships deep enough that clients come to you first
- Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
- Maintain meticulous CRM records and workflows across Farther's platform and planning software
- Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
- Use AI tools and Farther's platform to work efficiently and scale service quality
The Ideal Match
- CFP® certification with 10+ years of financial planning experience
- Direct client-facing experience - you've owned relationships, not just supported them
- Strong planning knowledge across retirement, tax, estate, and equity compensation
- 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 trust
- Series 65 (or equivalent); clean U4
Bonus Points
- Background in a paraplanner, service advisor, or associate advisor role at an RIA
- HNW or UHNW client experience
- Familiarity with Farther's platform or similar modern wealth tech stacks
- Additional designations (ChFC, CLU, CDFA)
- Experience in team-based advisory models
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
About Farther
Sourced by ZipRecruiter
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2019