... RIA) with the Securities Exchange Commission (SEC), founded in 1991 by Mark Matson. Matson Capital ... Collaborate with Matson Money's executive team to develop innovative planning solutions that ...
... RIA) with the Securities Exchange Commission (SEC), founded in 1991 by Mark Matson. Matson Capital ... Collaborate with Matson Money's executive team to develop innovative planning solutions that ...
Executive Ria Money information
What is the difference between Executive Ria Money vs Ria Money Transfer Agent?
| Aspect | Executive Ria Money | Ria Money Transfer Agent |
|---|---|---|
| Credentials | Typically requires managerial experience and knowledge of financial regulations | Requires basic sales and customer service skills, often with certification in money transfer procedures |
| Work Environment | Office settings, corporate environments, or supervisory roles | Retail locations, agent offices, or storefronts |
| Employer & Industry Usage | Financial services companies, corporate offices | Independent agents, retail outlets, franchise locations |
| Common Search & Comparison | Higher-level management, supervisory roles | Frontline agent roles, customer service positions |
Executive Ria Money typically refers to managerial or supervisory roles within Ria Money Transfer, focusing on overseeing operations and compliance. In contrast, Ria Money Transfer Agents are frontline employees or independent agents responsible for customer transactions. While both roles are integral to the company's operations, they differ mainly in responsibilities, credentials, and work environment.
What are popular job titles related to Executive Ria Money jobs in Arizona? For Executive Ria Money jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Executive Ria Money jobs in Arizona look for? The top searched job categories for Executive Ria Money jobs in Arizona are:
What cities in Arizona are hiring for Executive Ria Money jobs? Cities in Arizona with the most Executive Ria Money job openings:
Job description
Certified Financial Planner®– Matson Capital
Location: Scottsdale, Arizona
Reports to: Mark Matson
(100% In-Office Position – Not Remote)
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:
- Energetic, personable, and service-driven – You have a passion for helping clients secure their financial goals and American Dream.
- Highly motivated and fearless – You tackle challenges head-on with an unstoppable drive to succeed.
- Detail-oriented and analytical – You excel at fact-finding, problem-solving, and following through on plans.
- Strong communicator and relationship builder – You cultivate meaningful connections with investors and key industry leaders. A natural coach and leader with strong interpersonal skills.
- Team-oriented with the ability to work independently – You are a self-starter who thrives in a collaborative environment.
- Passionate about personal development and transformation – You seek growth, both personally and professionally.
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.
- 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.
Preferred Qualifications amp; Experience
- Bachelor’s degree in finance, Business Management, or a related field preferred
- Certified Financial Planner® designation required
- Series 6, 7, 63, 65, or 66
- Life Insurance Licensing
- 5+ years of experience in financial planning, insurance, and advising clients
- Strong expertise in estate planning, succession planning, and retirement strategies
- Leadership certifications or training are a plus
Why Join Matson Capital?
- 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.
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?
About Matson Money
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Mason, OH, US
Year founded
1991