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Rightcapital Jobs in San Ramon, CA (NOW HIRING)

RIA Recruiting

Client Service Associate

San Jose, CA · On-site +1

$65K - $80K/yr

Data input into our financial planning software - RightCapital * Scheduling client meetings via phone and email * We are a team that is always striving to improve our processes and we ask our entire ...

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Rightcapital information

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.

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 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.

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 are popular job titles related to Rightcapital jobs in San Ramon, CA? For Rightcapital jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Rightcapital jobs in San Ramon, CA look for? The top searched job categories for Rightcapital jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Rightcapital jobs? Cities near San Ramon, CA with the most Rightcapital job openings:
Rightcapital jobs near you
Infographic showing various Rightcapital job openings in San Ramon, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 66% Physical, 4% Hybrid, and 30% Remote job distribution.

Client Service Associate

RIA Recruiting

San Jose, CA • On-site, Remote

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at betterwealth.us

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full time. This position is open to candidates in Pacific and Mountain time zones.

Compensation & Benefits:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Bonus based on firm and personal performance
  • Profit sharing program
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance - $1050/month stipend
  • Dental and Vision insurance
  • 401(k) with a 4% match
  • Generous PTO Policy & Paid Holidays - 25 PTO days in the first year
  • $100/month WFH reimbursement
  • Dependent Care FSA
  • Group term life and long-term disability insurance
  • Professional, Fun, Motivating Atmosphere
  • Permanently remote position
  • Room for growth to a management level position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for Schwab
  • Maintain and update client data in our CRM - Advyzon
  • Initiate, manage, and optimize workflows in Advyzon
  • Data input into our financial planning software - RightCapital
  • Scheduling client meetings via phone and email
  • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make it better over time!

Requirements:

  • 2 years of financial services experience
  • Adept and skilled with technology and 3rd party software. We are a paperless office
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Experience with CRM Software / Database Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
  • Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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