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 ...
3 Matson Jobs Hiring in Arizona
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 ...
Matson Money, Inc. Position: Investment Services Specialist Location: Scottsdale, AZ Reports to: Director of Operations This is a 100% on-site position. Who We Are: At Matson Money, our purpose is to ...
Matson Money, Inc. Position: Investment Services Specialist Location: Scottsdale, AZ Reports to: Director of Operations This is a 100% on-site position. Who We Are: At Matson Money, our purpose is to ...
CEO Influencer Videographer
Scottsdale, AZ · On-site
$70K - $75K/yr
Social Media Influencer Videographer Full-Time | Scottsdale, AZ (In-House) | Travel Up to 30% Matson Money is seeking a talented Videographer to join our in-house creative team. This role is ideal ...
CEO Influencer Videographer
Scottsdale, AZ · On-site
$70K - $75K/yr
Social Media Influencer Videographer Full-Time | Scottsdale, AZ (In-House) | Travel Up to 30% Matson Money is seeking a talented Videographer to join our in-house creative team. This role is ideal ...
Matson Jobs Information
Do workers at Matson get paid breaks?
Yes. Most people get paid breaks.
86% of people say they get paid breaks.
Based on data from 7 people who took the Breakroom Quiz between March 2025 and March 2026.
86% of people say they get paid breaks.
Based on data from 7 people who took the Breakroom Quiz between March 2025 and March 2026.
Does Matson pay people when they’re sick?
Yes. Most people get paid when they’re sick.
92% of people say they would get paid if they were sick but scheduled to work.
Based on data from 13 people who took the Breakroom Quiz between March 2025 and May 2026.
92% of people say they would get paid if they were sick but scheduled to work.
Based on data from 13 people who took the Breakroom Quiz between March 2025 and May 2026.
At Matson, are sick days and vacation days separate paid time off?
Only some people have separate paid time off for sick days and vacation.
44% of people say they have to use vacation days when they’re out sick.
Based on data from 9 people who took the Breakroom Quiz between June 2025 and May 2026.
44% of people say they have to use vacation days when they’re out sick.
Based on data from 9 people who took the Breakroom Quiz between June 2025 and May 2026.
Is the health insurance from Matson affordable enough for their workers?
Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
100% of people say the health insurance costs are okay
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
Do people get paid time off at Matson?
Most people get paid time off work.
90% of people say they get paid time off.
Based on data from 10 people who took the Breakroom Quiz between June 2025 and May 2026.
90% of people say they get paid time off.
Based on data from 10 people who took the Breakroom Quiz between June 2025 and May 2026.
How far ahead of time do people find out their work schedule?
Most people find out their schedule less than four weeks ahead of time.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and December 2025.
- 60% of people with changing schedules find out their shifts one week or less ahead of time.
- 20% of people with changing schedules find out their shifts two weeks ahead of time.
- 0% of people with changing schedules find out their shifts three weeks ahead of time.
- 20% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and December 2025.
Do workers at Matson worry about hours?
Most people don’t worry about getting enough hours.
83% of people report they don’t worry about getting enough hours.
Based on data from 6 people who took the Breakroom Quiz between March 2025 and March 2026.
83% of people report they don’t worry about getting enough hours.
Based on data from 6 people who took the Breakroom Quiz between March 2025 and March 2026.
How easy is it for Matson workers to change shifts?
Some people find it hard to change shifts.
57% of people report that it’s hard to change shifts if they need to.
Based on data from 7 people who took the Breakroom Quiz between May 2025 and March 2026.
57% of people report that it’s hard to change shifts if they need to.
Based on data from 7 people who took the Breakroom Quiz between May 2025 and March 2026.
How easy is it to get time off at Matson?
Most people find it easy to get time off.
91% of people report it’s easy to get time off.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
91% of people report it’s easy to get time off.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
Do Matson managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
75% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 8 people who took the Breakroom Quiz between March 2025 and March 2026.
75% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 8 people who took the Breakroom Quiz between March 2025 and March 2026.
Do jobs at Matson spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
29% of people report that their job takes up time that they don’t get paid for.
Based on data from 7 people who took the Breakroom Quiz between March 2025 and March 2026.
29% of people report that their job takes up time that they don’t get paid for.
Based on data from 7 people who took the Breakroom Quiz between March 2025 and March 2026.
How easy is it to take sick days at Matson?
Most people find it easy to take sick days.
82% of people report that it’s easy to take time off if they are sick.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
82% of people report that it’s easy to take time off if they are sick.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
Is working at Matson good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 8 people who took the Breakroom Quiz between March 2025 and May 2026.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 8 people who took the Breakroom Quiz between March 2025 and May 2026.
Do people at Matson feel treated with respect by their managers?
Some people don’t feel treated with respect by their managers.
36% of people say they’re not treated with respect by their managers.
Based on data from 11 people who took the Breakroom Quiz between May 2025 and May 2026.
36% of people say they’re not treated with respect by their managers.
Based on data from 11 people who took the Breakroom Quiz between May 2025 and May 2026.
Do people at Matson get to take their breaks without interruption?
Most people get breaks without interruption.
80% of people report that they get to take their breaks without interruption.
Based on data from 10 people who took the Breakroom Quiz between March 2025 and May 2026.
80% of people report that they get to take their breaks without interruption.
Based on data from 10 people who took the Breakroom Quiz between March 2025 and May 2026.
Is it stressful to work at Matson?
Some people feel stressed here.
64% of people say they often feel stressed at work.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
64% of people say they often feel stressed at work.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
Do people at Matson enjoy their jobs?
Most people enjoy their job.
100% of people report they enjoy their job.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
100% of people report they enjoy their job.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
Do people at Matson recommend working with their team?
Only some people recommend working with their team.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 13 people who took the Breakroom Quiz between March 2025 and May 2026.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 13 people who took the Breakroom Quiz between March 2025 and May 2026.
Do people get enough training when they start at Matson?
Some people didn’t get enough training when they started.
58% of people report they didn’t get enough training when they started working here.
Based on data from 12 people who took the Breakroom Quiz between March 2025 and May 2026.
58% of people report they didn’t get enough training when they started working here.
Based on data from 12 people who took the Breakroom Quiz between March 2025 and May 2026.
Do people get support to advance at Matson?
Most people are given support to advance their career here.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 12 people who took the Breakroom Quiz between March 2025 and May 2026.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 12 people who took the Breakroom Quiz between March 2025 and May 2026.
Do people think Matson’s headquarters understands what’s happening where they work?
Some people think headquarters doesn’t understand what’s happening where they work.
64% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
64% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between March 2025 and May 2026.
Do workers feel well informed about how Matson is doing?
Most people feel well informed about how the company is doing.
77% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 13 people who took the Breakroom Quiz between March 2025 and May 2026.
77% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 13 people who took the Breakroom Quiz between March 2025 and May 2026.
What are popular cities in Arizona for Matson jobs?
What are the most popular jobs at Matson?
What are the most popular categories at Matson?
Full-time
Re-posted 12 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