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Rightcapital Jobs (NOW HIRING)

Mainstay Capital Management, LLC

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Investment Advisor / Financial Consultant

Grand Blanc, MI · On-site

$110K - $350K/yr

Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred. * Ambition, high energy, and strong desire to succeed. * Excellent communication and ...

Mainstay Capital Management, LLC

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Investment Advisor / Financial Consultant

Troy, MI · On-site

$110K - $350K/yr

Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred. * Ambition, high energy, and strong desire to succeed. * Excellent communication and ...

Farther

Tax Planning Manager

Dallas, TX · On-site

$109K - $143K/yr

Familiarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar) is preferred. Bonus Points * Experience managing a small team of ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · On-site

$78K - $105K/yr

... RightCapital) and CRM systems (e.g., Redtail, Salesforce) required. Working knowledge of Google Sheets and Google Docs required. Demonstrated, strong analytical skills and attention to detail.

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$78K - $105K/yr

... RightCapital) and CRM systems (e.g., Redtail, Salesforce) required. Working knowledge of Google Sheets and Google Docs required. Demonstrated, strong analytical skills and attention to detail.

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$80K - $100K/yr

... RightCapital) and CRM systems (e.g., Redtail, Salesforce) required. Working knowledge of Google Sheets and Google Docs required. Demonstrated, strong analytical skills and attention to detail.

Sowell Management

Financial Advisor

Rogers, AR

Proficiency with planning tools (e.g., eMoney or RightCapital) and CRM (e.g,. Wealthbox). * Preferred: * Bachelor's degree in Finance, Business, Economics, or a related field. * CFP designation or ...

TCWGlobal

Client Services Operations Manager

New York, NY · On-site +1

$70K - $90K/yr

Financial planning tools such as eMoney, MoneyGuidePro, or RightCapital * Custodial platforms such as Schwab, Fidelity, or Pershing Education * Bachelor's degree in business, finance, management, or ...

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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 to enhance client meetings and collaboration within an advisory team?

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 and what does it do?

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, and why are they important?

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.
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Infographic showing various Rightcapital job openings in the United States as of May 2026, with employment types broken down into 97% Full Time, and 3% Temporary. Highlights an 64% Physical, 6% Hybrid, and 30% Remote job distribution.
Investment Advisor / Financial Consultant

Investment Advisor / Financial Consultant

Mainstay Capital Management, LLC

Grand Blanc, MI • On-site

$110K - $350K/yr

Full-time

Medical, Vision, Life, Retirement, PTO

Posted 16 days ago

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Job description

Join a growing Registered Investment Advisor with opportunity for advancement.

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4.5 billion in assets under management. Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 17 years and teh Top25 for the past 12 years.

Mainstay Capital Management is seeking an experienced Financial Advisor for our Troy, MI office and one for our Grand Blanc, MI office to help service our expanding client base. Our advisors are paid a base salary plus a generous quarterly bonus and other bonuses. Base salary ranges from $60,000 to $200,000 (dependent on experience level). Additional annual bonuses range from $30,000 to $150,000. We also provide a generous signing bonus.

We do not have sales targets. This is not a high pressure sales environment. It is not commission based. We take exceptional care of our clients, and because we do so, we have significant referral business. We are a company that believes in taking care of clients first and the rest will follow.

$20,000 Signing Bonus

Position responsibilities include:

  • Managing existing client relationships.
  • Developing new client relationships.
  • This position is client relationship focused with no product sales or quotas to meet. Previous book/AUM not necessary.
  • Candidate is responsible for understanding and communicating client's goals, simplifying complicated financial concepts for clients, and ensuring the firm is meeting the client's broad range of financial needs.
  • Candidate must be a flexible, open-minded team player with excellent organizational and communication skills.

Desired Skills & Experience

  • Bachelors degree preferred (preference in finance or business).
  • Minimum three years of work experience investment/finance industry.
  • Solid understanding of financial markets and investments.
  • Ideal candidate has experience advising clients with retirement planning, asset allocation, estate planning, employee benefits, tax planning and insurance.
  • Industry related designations (or working towards) such as CFP, CFA, or CPA preferred.
  • Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred.
  • Ambition, high energy, and strong desire to succeed.
  • Excellent communication and relationship building skills.

Company Description

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $4.5 billion in assets under management. Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast Michigan. At Mainstay Capital Management we are committed to providing professional, personalized service. Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our client's life.