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Rightcapital Jobs (NOW HIRING)

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 ...

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 ...

Farther

Tax Planning Manager

Dallas, TX · On-site +1

$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 ...

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 ...

Farther LLC

Tax Planning Manager

Dallas, TX · On-site

$110K - $144K/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 ...

Tax Alchemy

Client Service Associate

Irvine, CA · On-site +1

$70K - $85K/yr

Proficiency in retirement analysis, investment analysis, and financial planning tools (e.g., eMoney, RightCapital, or similar) * Familiarity with CRM platforms (e.g., Wealthbox, Slant, etc.

Moors & Cabot Inc

Financial Advisor

Winter Park, FL · 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 ...

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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.

Director of Financial Planning

Kestra Holdings

Austin, TX • On-site

Full-time

Medical, Retirement

Posted 15 days ago

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose. Partner with Impact.
The Director of Financial Planning serves as a critical support resource for approximately 1,450 financial advisors, assisting them in addressing complex financial planning needs within their advisory practices. This role focuses on leveraging technical expertise to construct comprehensive financial plans, identifying strategic planning opportunities across various disciplines such as investment, tax, estate, retirement, and insurance. The position requires direct engagement with investors and financial advisors, demanding exceptional presentation skills to effectively communicate recommendations and foster collaborative relationships. In addition to financial planning, this role will include ownership over projects supporting the initiatives of the Advanced Planning department.
What You'll Do:
  • Provide mentorship and guidance to financial planners and junior team members.
  • Lead and execute special projects designed to advance the strategic priorities of the Advanced Planning department.
  • Identify opportunities to improve planning processes, tools, and service delivery models.
  • Take ownership of tech stack - analyze and make recommendations regarding adoption of new planning tools.
  • Drive the development of new planning frameworks, client deliverables, and intellectual capital.
  • Create and deliver educational content for internal teams and clients (e.g., presentations, whitepapers, webinars).
  • Collaborate with financial advisors to gather client data, assess financial goals, and develop tailored financial plans using advanced modeling techniques and software tools.
  • Analyze client financial situations to identify planning opportunities and risks across multiple disciplines, including investment strategies, tax optimization, estate planning, retirement income projections, and insurance coverage.
  • Prepare and deliver high-impact presentations of financial plans and recommendations to investors, financial advisors, and other stakeholders, translating complex concepts into clear, actionable insights.
  • Provide ongoing support and consultation to financial advisors on planning best practices, planning technology, emerging trends, and customized solutions for their client base.
  • Maintain up-to-date knowledge of financial planning regulations, market conditions, and industry developments to enhance advisory support.
  • Document all planning activities, recommendations, and client interactions in accordance with firm policies and compliance requirements.
  • Attend company sponsored conferences and events and actively engage with attendees.

What You Bring:
  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
  • 7+ years of experience in financial planning, with demonstrated success in executing sophisticated planning strategies and driving cross-functional initiatives.
  • CFP Required.
  • Motivated to improve processes and excited for the opportunity to build up the planning offering.
  • In-depth knowledge of financial planning principles, including investment analysis, tax strategies, estate planning, retirement modeling, and risk management.
  • Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney, RightCapital, Holistiplan, or similar tools) and advanced Excel modeling for scenario analysis and projections.
  • Strong analytical and problem-solving skills to evaluate complex financial data and identify optimization opportunities.
  • Exceptional presentation and communication skills, with the ability to articulate technical information clearly and persuasively to diverse audiences, including investors and advisors.
  • Ability to build and maintain collaborative relationships with financial advisors and clients, demonstrating empathy, professionalism, and a client-centric approach.
  • High attention to detail, organizational skills, and the capacity to manage multiple priorities in a fast-paced environment supporting a large advisor network.
  • Experience working with High-Net-Worth clients (above $10M in net worth) preferred.
  • Interest in staying abreast of planning technology as it evolves through AI.

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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