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Rightcapital Jobs in Florida (NOW HIRING)

Moors & Cabot Inc

Financial Advisor

Winter Park, FL · On-site

Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined ...

Moors & Cabot Inc

Financial Advisor

Naples, FL · On-site

Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined ...

Moors & Cabot Inc

Financial Advisor

Sarasota, FL · On-site

Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined ...

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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

Operations Coordinator

Claire Myers Consulting

Saint Augustine, FL • Hybrid

$50K - $60K/yr

Full-time

Posted 20 days ago

Job description

LOCATION: St. Augustine / Jacksonville, FL (Hybrid)


COMPENSATION: $50K-$60K salary



Overview:


Our client is a growing, relationship-focused wealth management firm seeking a proactive and highly organized Operations Coordinator to help strengthen and scale the firm's operational infrastructure. This individual will play a key role in improving internal processes, supporting technology initiatives, and ensuring the business operates efficiently as the firm continues to grow.


Working closely with leadership, the Operations Coordinator will help optimize workflows, maintain operational consistency, support business initiatives, and contribute to an exceptional client experience. This is an excellent opportunity for someone who enjoys creating order, leveraging technology, solving problems, and continuously improving how work gets done.



Key Responsibilities:


Operations & Process Management:


  • Coordinate and improve operational workflows across the practice
  • Develop, document, and maintain standard operating procedures (SOPs)
  • Identify opportunities to improve efficiency and support automation initiatives
  • Monitor operational priorities, recurring business activities, and special projects
  • Assist with implementing operational initiatives that support firm growth and scalability



Technology & Systems:


  • Serve as an internal resource for Redtail CRM and other core technology platforms, including RightCapital and DocuSign
  • Maintain workflows, templates, reports, and system documentation
  • Coordinate technology enhancements and vendor support
  • Help ensure systems are utilized consistently and effectively across the team
  • Assist with technology implementations and process improvements



Documentation & Business Support:


  • Maintain operational documentation, workflow guides, and training materials
  • Coordinate the firm's recurring client service calendar and operational initiatives
  • Support website updates, operational projects, and business continuity efforts
  • Assist with vendor relationships and ongoing data organization
  • Help ensure documentation remains accurate, organized, and up to date



Operational Support:


  • Develop expertise in account administration, paperwork workflows, and operational procedures
  • Support quality control efforts to improve accuracy and efficiency
  • Coordinate with custodians, technology providers, and business partners to resolve operational matters
  • Assist with operational projects that improve team productivity and enhance the client experience
  • Provide general operational support to leadership and the advisory team as needed



Qualifications:


  • 3+ years of operations, client service, business administration, or financial services experience preferred
  • Experience within wealth management, financial planning, investment operations, banking, or another professional services environment strongly preferred
  • Highly organized with exceptional attention to detail
  • Strong project management, analytical, and problem-solving skills
  • Excellent written and verbal communication skills
  • Experience with CRM systems and business technology platforms; Redtail CRM, RightCapital, and DocuSign experience is a plus
  • Proficient with Microsoft Office and cloud-based business applications
  • Self-motivated, resourceful, and comfortable managing multiple priorities in a collaborative, fast-paced environment
  • Passion for continuous improvement and building scalable operational processes