Financial Specialist

Join a Team That Helps People Retire With Confidence

At Mattson Financial Services, we believe retirement planning is about more than numbers—it’s about helping families create confidence, clarity, and peace of mind for the future.

For years, we've helped individuals and families navigate retirement through education-first strategies, personalized guidance, and a commitment to doing what's best for our clients. Through educational seminars, radio programming, digital marketing, and community outreach, thousands of people engage with our firm each year seeking trusted financial guidance.

We're growing and looking for a driven, relationship-focused professional to join our team as a Financial Specialist.

This role serves as the critical first connection between prospective clients and our advisory team. You'll engage with interested prospects, uncover their needs and goals, and help connect them with our advisors through meaningful conversations and qualified appointments.

If you thrive in a fast-paced environment, enjoy helping people, excel at relationship-building, and want an opportunity with strong earning potential and long-term career growth, we want to meet you.

Start here. Grow your career. Make an impact.

The Opportunity

The Financial Specialist plays a key role in driving the growth of Mattson Financial Services. Rather than cold-calling strangers all day, you'll engage with individuals who have already shown interest in learning more about retirement planning through:

· Educational seminars and workshops

· Radio show engagement

· Website inquiries

· Social media campaigns

· Client referrals

· Existing CRM opportunities

Your mission is to build rapport, identify needs, educate prospects on what to expect, and schedule qualified appointments for our advisors.

Success in this role directly impacts both the firm's growth and the number of families we help each year.

**What You'll DoProspect Engagement & Appointment Setti...