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Rightcapital Jobs (NOW HIRING)

Mainstay Capital Management, LLC

Be Seen First

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 ...

Vista Wealth Solutions

Wealth Advisor

New Castle, DE · Remote

$70K - $120K/yr

... RightCapital, MoneyGuidePro, and Wealthscape • Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly ...

Mainstay Capital Management, LLC

Be Seen First

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 ...

Vista Wealth Solutions

Wealth Advisor

New Castle, DE · On-site

$70K - $120K/yr

... RightCapital, MoneyGuidePro, and Wealthscape • Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly ...

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.

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.

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 ...

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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 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.

How many employees does RightCapital have?

RightCapital is a financial planning software company, and as of recent reports, it has approximately 50 to 100 employees. The company focuses on providing tools for financial advisors and planners, often requiring knowledge of financial technology and software tools for roles within the organization.

Is RightCapital safe?

RightCapital is a financial planning software platform used by financial professionals, and its safety depends on proper cybersecurity practices. The platform employs encryption and security measures to protect user data, but users should also follow best practices such as strong passwords and secure networks when accessing it.

What jobs make $1,000,000 a year?

High-level executive roles such as CEOs, CFOs, and other C-suite executives often earn $1,000,000 or more annually, especially in large corporations. Additionally, successful entrepreneurs, top-tier investment bankers, and certain professional athletes or entertainers can reach this income level, often through bonuses, stock options, or endorsements.

Who is RightCapital?

RightCapital is a financial technology company that provides financial planning software for financial advisors and institutions. It offers tools for retirement planning, investment analysis, and client management, often requiring proficiency with financial concepts and software platforms. The company focuses on streamlining financial advisory services through innovative digital solutions.
More about Rightcapital jobs
What cities are hiring for Rightcapital jobs? Cities with the most Rightcapital job openings:
What states have the most Rightcapital jobs? States with the most job openings for Rightcapital jobs include:
What job categories do people searching Rightcapital jobs look for? The top searched job categories for Rightcapital jobs are:
Rightcapital jobs near you
Infographic showing various Rightcapital job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, 11% Hybrid, and 22% Remote job distribution.
Relationship Manager & Servicing Advisor

Relationship Manager & Servicing Advisor

Farther

Scottsdale, AZ • On-site, Remote

Full-time

Posted 10 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
  • 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
Farther logo

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

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