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 ...
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 ...
Matson Inc information
What is Matson Inc?
Matson Inc is a leading transportation services company that specializes in shipping and logistics. The company provides ocean transportation services across the Pacific, including routes between the U.S. mainland, Hawaii, Alaska, Guam, and other Pacific islands, as well as international services to China and other Asian countries. Matson also offers logistics services such as freight forwarding, warehousing, and supply chain management. The company is known for its reliable shipping schedules and has been in operation for over 140 years.
What are the key skills and qualifications needed to thrive at Matson Inc?
To thrive at Matson Inc., which specializes in shipping and logistics, you generally need a background in supply chain management, logistics, or business administration, along with relevant industry experience. Familiarity with logistics software, transportation management systems (TMS), and certifications such as APICS or Lean Six Sigma are commonly valued. Strong problem-solving, communication, and teamwork skills set candidates apart in a dynamic, client-focused environment. These skills and qualifications are crucial for optimizing shipping operations, ensuring customer satisfaction, and driving efficiency in a competitive industry.
What types of career advancement opportunities are available at Matson Inc for employees starting in entry-level positions?
At Matson Inc., employees who start in entry-level positions have access to a variety of career advancement opportunities. The company encourages internal mobility, offering mentorship programs, training, and tuition assistance to help team members develop new skills and move into roles with greater responsibility. Employees frequently advance into supervisory, managerial, or specialized technical roles, and cross-departmental collaboration is common, which helps broaden experience and professional networks. Matson also emphasizes promoting from within, making it a supportive environment for those looking to build a long-term career in logistics, operations, or related fields.
What is the difference between Matson Inc vs Marine Cargo Specialist?
| Aspect | Matson Inc | Marine Cargo Specialist |
|---|---|---|
| Credentials | Logistics certifications, maritime knowledge | Shipping and cargo handling certifications |
| Work Environment | Maritime shipping, logistics hubs | Port terminals, shipping companies |
| Employer & Industry | Maritime shipping, logistics | Freight forwarding, shipping companies |
Matson Inc primarily focuses on maritime shipping and logistics services, including container shipping and freight transportation. Marine Cargo Specialists are involved in handling, inspecting, and managing cargo shipments within ports and shipping companies. While both roles operate within the maritime industry, Matson Inc offers broader logistics services, whereas Marine Cargo Specialists focus specifically on cargo handling and inspection tasks.
What are popular job titles related to Matson Inc jobs in Arizona?
For Matson Inc jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Matson Inc jobs in Arizona look for?
The top searched job categories for Matson Inc jobs in Arizona are:
What cities in Arizona are hiring for Matson Inc jobs?
Cities in Arizona with the most Matson Inc job openings:
Full-time
Re-posted 21 days ago
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