Certified Financial Planner®– Matson Capital

About the role

A Certified Financial Planner® at Matson Capital serves as a trusted advisor to financial advisors, helping them transition clients to Matson Capital and providing comprehensive financial planning services to those clients.

Responsibilities

• Partner with advisors to create personalized client transition plans that align with their objectives and ensure business continuity.
• Collaborate with Matson Money’s executive team to develop innovative planning solutions that address both financial and operational considerations.
• Provide personal, actionable, and achievable advice and connect clients to their True Purpose for Money® and their American Dream.
• Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve.

Qualifications

• Bachelor’s degree in finance, Business Management, or a related field preferred.
• Certified Financial Planner® designation required.
• Series 6, 7, 63, 65, or 66 licenses preferred.
• 5+ years of experience in financial planning, insurance, and advising clients.
• Strong expertise in estate planning, succession planning, and retirement strategies.

Preferred Qualifications & Experience

• Leadership certifications or training are a plus.

Benefits

Impactful Work: Play a critical role in guiding financial advisors through one of the most significant transitions of their careers, helping them safeguard their clients, employees, and business value.

Elite Culture: Work alongside experienced industry leaders and professionals committed to world-class service, excellence, strategic growth, and continuous learning.

Professional Growth: Expand your expertise through continuous learning, networking, and industry engagement.

Comprehensive Support and Resources: Gain access to cutting-edge tools, research, and a supportive network to help advisors navigate complex succession and retirement planning with confidence.

Ethical and Compliance-Driven Approach: Work within a firm that prioritizes regulatory compliance and fiduciary responsibility, ensuring that all succession strategies align with industry standards and best practices.