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Rightcapital Jobs (NOW HIRING)

Sowell Management

Financial Advisor

Rogers, AR · On-site

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 ...

Sowell Management

Financial Advisor

Rogers, AR · On-site

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 ...

Sowell Management

Financial Advisor

Rogers, AR · On-site

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 ...

Moors & Cabot Inc

Financial Advisor

Phoenix, AZ · 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 ...

Empeople Credit Union

Wealth Planner

Moline, IL

$75K - $113K/yr

Manages all aspects of eMoney Advisor & RightCapital software programs; this includes assisting and training clients and Financial Advisors on the functionalities within the systems. Help clients ...

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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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.
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Rightcapital jobs near you
Infographic showing various Rightcapital job openings in the United States 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 - Greenbelt, MD

Chelsea Senior Living

Greenbelt, MD • On-site

$65K - $85K/yr

Other

Medical, Dental, Retirement, PTO

Posted 27 days ago

Job description

Position: Client Service Associate
Firm: Stuart Financial Group
Location: Greenbelt, MD
Overview:
Stuart Financial Group based in Greenbelt, MD, is a boutique and independent financial and legacy planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area.
We are seeking an experienced Client Service Associate to join our team. This role is ideal for a polished professional who thrives in a fast-paced environment and enjoys building long-term client relationships.
The Client Service Associate serves as a key part of the client journey-from onboarding and asset transfers to ongoing service and advisor support-helping ensure every client interaction reflects the high standards of our firm.
What you'll do:

  • Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
  • Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Manage incoming client calls and coordinate timely resolution of requests and inquiries
  • Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
  • Support advisors by preparing for client meetings and ensuring a seamless client experience
  • Coordinate and monitor account transfers from submission through completion
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Review applications and paperwork for completeness and accuracy before submission
  • Prepare issued business for delivery and client follow-up
  • Assist with new business processing and operational workflows
  • Prepare client review materials and account summaries for upcoming meetings
What We're Looking For:
  • Bachelor's degree in business, finance, economics, or related field
  • 3+ years in client service or related industry experience
  • Series 65 or willing to obtain within 3-6 months
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Maryland Insurance License preferred
  • Experience with Fidelity Custodial platform is a plus
  • Experience with RightCapital, Holistiplan and Wealthbox or similar financial planning software is preferred
What You'll Get:
Pay & Perks:
  • $65,000 - $85,000/year, based on experience + bonus potential
  • 100% firm paid medical and dental insurance for employee after 60 days
  • Health Savings Account with 50% employer match after 60 days
  • Safe Harbor 401(k) with 100% employer match up to 6% of salary after 6 months
  • Paid Time Off + 9 paid holidays
Schedule:
  • In office: Monday - Thursday, 8:30am - 5:00pm
  • Fridays, 8:30am-4:00pm (summer schedule Memorial Day - Labor Day 8:30am - 2:00pm)

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $65,000 - $85,000 per year

Apply