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Rightcapital Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Financial Planner

Appleton, WI

$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 ...

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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 Wisconsin?

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

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

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

Rightcapital jobs near you

Financial Planner

Appleton, WI

KerberRose S.C.
Accounting Services • 201 - 500 employees
Learn more about KerberRose S.C.external

$74K - $99K/yr

Full-time

Re-posted yesterday

Job description

Description

Location: Appleton, WI (Onsite)

Candidates must reside within a reasonable commuting distance.


Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development.


This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.


Key Responsibilities:

  • Lead financial planning for assigned clients.
  • Model and address complex questions independently.
  • 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 solve problems and integrate considerations in new planning scenarios.
  • Maintain a strong understanding of financial markets and current economic conditions.
  • Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Analyze outside portfolios and develop recommendations with limited Advisor oversight.
  • Contribute to improving financial planning processes.
  • Manage new client onboarding.
  • Mentor Paraplanners and team members.
  • Manage and improve ParaPlanner training plan and best practices. 

Requirements

  • 8-10+ years of financial planning experience, including ParaPlanner experience
  • CFP or CPA designation
  • Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently
  • Skilled in portfolio analysis and developing thoughtful recommendations
  • Clear, professional communicator with strong organizational skills and ability to manage competing priorities
  • Self-motivated team player, effective both independently and collaboratively
  • Proficient in Microsoft Office and financial planning software tools

Culture and Core Values:

KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members.

Our core values guide everything we do:

Honesty

Integrity

Respect

Balanced Life

Community Oriented


Our team members are our most valuable asset, and we are dedicated to creating an environment where they can succeed and grow.

Apply