Certified Financial Planner®– Matson Capital Location: Scottsdale, Arizona Reports to: Mark Matson (100% In-Office Position – Not Remote) Who We Are Matson Capital, a sister company of Matson Money, provides comprehensive succession and retirement planning solutions for advisors working with Matson Money. Matson Money, Inc. (“Matson”) is a nationally recognized and federally Registered Investment Advisor (RIA) with the Securities Exchange Commission (SEC), founded in 1991 by Mark Matson. Matson Capital offers financial professionals a structured pathway to ensure the long-term success of their firms while securing their personal and professional legacies. Whether preparing for retirement or planning for unforeseen life events, our goal is to help advisors navigate the future with confidence and discipline while safeguarding their clients’ financial future and continued management of assets by Matson Money. With $10.7 billion in assets under management (as of April 1, 2025), Matson Money is a premier wealth management and advisor coaching firm dedicated to empowering financial professionals through outsourced investment management, education, and coaching. Our mission is to help protect families from speculation and gambling with their financial future by instilling a disciplined, academically based investing philosophy. As a CFP® at Matson Capital, you are a trusted teammate dedicated to helping advisors secure the legacy of their businesses, while building rapport with clients as they transition to Matson Capital. You offer expert guidance that builds trust with both the advisor and client, facilitating a seamless transition and laying the foundation for a lasting, long-term relationship with clients. Through in-depth conversation you take the time to understand the client’s unique financial landscape and personal goals, crafting customized prudent investment strategies. You are a proactive and strategic thinker who thrives in a dynamic, high-performance environment. With deep industry knowledge and leadership expertise, you collaborate with top financial professionals to deliver exceptional service. Your commitment to continuous learning and staying ahead of industry trends allows you to offer forward-thinking solutions that help support clients in achieving their long-term objectives. Key Attributes You Bring to the Team:
Key Responsibilities As a CFP® at Matson Capital, you serve as a trusted advisor, helping other advisors transition clients to Matson Capital and guiding those clients after that transition by providing comprehensive financial planning services, including Matson Money’s investment management, and retirement planning, to help clients achieve their American Dream.
Preferred Qualifications & Experience
Why Join Matson Capital?
This is an exclusive, high-level opportunity for an experienced CFP® who is ready to elevate their career and make a lasting impact in the financial planning space. Make an impact providing expert financial advice with heart. Matson Capital is a different kind of financial services firm, one that puts the American Dream and purpose at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice and investments. Are you ready to be a driving force in helping advisors secure their future and legacy? |