Financial Planning Product Support Specialist

15 hours ago

New Haven, Connecticut, United States RightCapital Full time
Job Description

RightCapital is a cutting-edge financial tech startup providing innovative holistic financial planning software. We were recently recognized as one of Connecticut's Best Fintech companies. Our team is dedicated to helping financial advisors add value to their clients.

As a Product Support Specialist, you will work closely with our customers, financial advisors, to help them utilize our software to create financial plans for their clients. With a 98% customer satisfaction rate, we take pride in assisting our customers every day.

This is an excellent opportunity for someone interested in breaking into the financial planning/technology industry. We provide the necessary training and coaching to help you get up to speed and assist advisors in analyzing financial plan data. Our supportive team is dedicated to helping you succeed.

PRIMARY RESPONSIBILITIES:

  • Assist financial advisors by answering in-depth questions on RightCapital's financial planning software.
  • Manage a large workload of inbound chats and phone calls to aid financial advisors in understanding the platform.
  • Research, troubleshoot, and submit tickets to our aggregation provider and follow through to resolution.
  • Expand your financial planning and product knowledge through ongoing coaching sessions with our Training Team.
  • Work closely with our Product Support Leads to further develop your research, problem-solving, and written and verbal communication skills.
  • Stay up to date with frequent product enhancements and new features by participating in training sessions, reading help center materials, and testing functionality.

BENEFITS

  • Exciting, welcoming, and challenging work environment
  • Multiple career path options
  • Eligible for an annual bonus of up to $1,500
  • Group medical health insurance – multiple options with generous subsidies
  • Vision and Dental group insurance
  • 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
  • $1,200 annual wellness fund that allows employees to improve all aspects of their wellbeing
  • Free onsite gym membership
  • Free weekly team breakfast and lunch
  • Flexible vacation (no limit)
  • Fun and social outings, including happy hours and team building events
  • Casual dress code
  • Pet friendly office

QUALIFICATIONS

  • 1+ years of experience in a client services/customer service/support role preferred
  • Financial services experience preferred
  • Bachelor's Degree (in fields such as Finance, Economics, Business Administration, Business Information Systems, Mathematics, Statistics) preferred
  • FINRA Securities Industry Essential (SIE) or similar is a plus

SKILLS

  • Excellent verbal and written communication skills
  • Ability to gather and analyze information to solve problems; willing to look for efficiencies that can be made to improve the customer experience and internal processes
  • Motivated self-starter who can effectively interact with team members
  • Organized with strong time management skills
  • Proficiency with Microsoft Office suite of applications (Excel, Outlook, etc). Experience with MAC iOS preferred

LOCATION & MISC INFO

Job Type: Full-time Monday- Friday

Salary: $50,000 base per year plus $1,500 bonus potential

Work setting: Hybrid work, 2 days in office

Application Question(s):What are your salary requirements?

Education: Bachelor's (Preferred)

Work Location: Hybrid remote in Shelton, CT 06484

  • Financial Planning Specialist

    4 weeks ago

    New Haven, Connecticut, United States Saint Francis Health System Full time

    Job SummaryAs a Financial Analyst II at Saint Francis Health System, you will play a critical role in supporting the financial planning and analysis functions for assigned entities. Your expertise will be utilized to monitor financial data against plans, forecasts, and budgets to identify trends and explain financial results.Key ResponsibilitiesPerform...

  • Financial Planning Specialist

    1 month ago

    New Haven, Connecticut, United States Connecticut Probation and Pretrial Services Full time

    Job Details for Budget Analyst**Job Summary:**We are seeking a skilled Budget Analyst to join our team at Connecticut Probation and Pretrial Services.**Key Responsibilities:**- Develop and manage budgets for various programs and services- Analyze financial data to identify trends and areas for improvement- Collaborate with stakeholders to ensure accurate...

  • Financial Planning Specialist

    2 days ago

    New Haven, Connecticut, United States Connecticut Probation and Pretrial Services Full time

    Job Details for Budget AnalystCourt Name/Organization: Connecticut Probation and Pretrial ServicesWe are seeking a skilled Budget Analyst to join our team at Connecticut Probation and Pretrial Services. The successful candidate will be responsible for analyzing and managing the organization's budget, ensuring effective resource allocation and optimal...

  • Financial Planning Specialist

    2 weeks ago

    New Haven, Connecticut, United States Connecticut Probation and Pretrial Services Full time

    Job Details for Budget AnalystCourt Name/Organization: Connecticut Probation and Pretrial ServicesJob Summary: We are seeking a skilled Budget Analyst to join our team. The successful candidate will be responsible for analyzing and managing the financial resources of our organization.Key Responsibilities:Develop and maintain accurate financial reports and...

  • Financial Services Representative

    1 week ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential as a Financial Services RepresentativeAre you a detail-oriented individual with a passion for financial data and a knack for building strong relationships? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.Key Responsibilities:Develop and implement strategic financial plans to help...

  • Financial Services Representative

    17 hours ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential in Financial ServicesWe are seeking a talented and ambitious individual to join our team as an Entry-Level Financial Representative. As a key member of our National Financial Network team, you will play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement effective financial...

  • Financial Services Representative

    3 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential as a Financial Services RepresentativeAre you a detail-oriented individual with a passion for financial data and a knack for building strong relationships? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.Key Responsibilities:Develop and implement strategic financial plans to help...

  • Financial Services Professional

    4 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    National Financial Network is seeking a skilled Financial Representative to join our team. As a Financial Representative, you will be responsible for providing expert financial guidance to clients, helping them achieve their long-term financial goals. Your key responsibilities will include: * Developing and implementing personalized financial plans tailored...

  • Financial Services Professional

    4 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    National Financial Network is seeking a skilled Financial Representative to join our team. As a Financial Representative, you will be responsible for providing expert financial guidance to clients, helping them achieve their long-term financial goals. Your key responsibilities will include: * Developing and implementing personalized financial plans tailored...

  • Financial Services Professional

    3 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Financial PotentialAs a Licensed Financial Advisor with National Financial Network, you will have the opportunity to make a positive impact in the community by providing financial products and services to individuals and businesses in New Haven, CT, US.Key Responsibilities:• Meet with clients to understand their financial goals, concerns, and...

  • Financial Services Professional

    2 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Job Title: Licensed Financial AdvisorJoin National Financial Network as a Licensed Financial Advisor and play a vital role in helping individuals and businesses achieve their financial goals.About the Role:We are seeking a highly motivated and experienced Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will be...

  • Financial Services Professional

    2 days ago

    New Haven, Connecticut, United States National Financial Network Full time

    National Financial Network is seeking a skilled Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will collaborate with individuals and local businesses to offer financial services and products. Your focus will be on safeguarding assets, promoting financial literacy, and fostering wealth accumulation. You will...

  • Financial Representative

    3 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Job OpportunityWe are seeking a skilled and ambitious individual to join our team at National Financial Network as a Financial Representative. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.ResponsibilitiesDevelop and implement comprehensive financial plans tailored to each client's unique needs...

  • Financial Planning and Analysis Director

    3 weeks ago

    New Haven, Connecticut, United States Fair Haven Community Health Care Full time

    Job Title: Financial Planning and Analysis DirectorAt Fair Haven Community Health Care, we are seeking a highly skilled Financial Planning and Analysis Director to join our team. As a key member of our finance department, you will be responsible for providing financial oversight, budgeting, analysis, and forecasting to support our organization's growth and...

  • Financial Planning and Analysis Director

    3 weeks ago

    New Haven, Connecticut, United States Fair Haven Community Health Care Full time

    Job Title: Financial Planning and Analysis DirectorAt Fair Haven Community Health Care, we are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team. As a key member of our finance department, you will be responsible for providing financial oversight, budgeting, analysis, and forecasting to support our...

  • Financial Services Professional

    3 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Job OpportunityWe are seeking a highly skilled Financial Services Professional to join our team at National Financial Network.About the RoleAs a Financial Planning Expert, you will work closely with individuals and businesses to provide tailored financial solutions and strategies.Key ResponsibilitiesAnalyze client information to develop personalized...

  • Financial Planning and Analysis Director

    1 day ago

    New Haven, Connecticut, United States Fair Haven Community Health Care Full time

    Job Title: Financial Planning and Analysis DirectorAbout the Role:The Financial Planning and Analysis Director is a critical member of the Fair Haven Community Health Care team, responsible for providing financial oversight and guidance to support the organization's strategic goals. This role requires a strong analytical mindset, excellent communication...

  • Financial Planning and Analysis Director

    2 days ago

    New Haven, Connecticut, United States Fair Haven Community Health Care Full time

    Job SummaryJoin Fair Haven Community Health Care as a Financial Planning and Analysis Director, responsible for efficient and effective financial oversight, including budgeting, analysis, and forecasting. This role is essential in ensuring compliance and providing timely and useful financial data and guidance to senior leadership to support...

  • Senior Financial Consultant

    14 hours ago

    New Haven, Connecticut, United States National Financial Network Full time

    Job OverviewNational Financial Network seeks a seasoned Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our financial services team, you will collaborate with individuals and local businesses to provide expert financial guidance and support.Key responsibilities include:Developing and implementing personalized financial plans...

  • Financial Services Representative

    19 hours ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential in Financial ServicesAre you a detail-oriented individual with a passion for financial data and analytics? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.As a Financial Representative, you will play a critical role in developing strategic financial plans and providing expert advice...