Certified Financial Planner®– Matson Capital

The Certified Financial Planner at Matson Capital serves as a trusted advisor to help financial advisors transition their clients to Matson Capital while providing comprehensive financial planning and retirement solutions. This role involves building long-term relationships with clients, crafting customized investment strategies, and ensuring business continuity for advisors. The position requires deep industry knowledge and a commitment to helping clients achieve their financial goals and American Dream.