Registered Client Associate
CurrentActive LH&A, Series 7, and Series 66 Licenses
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Aj Hoffman is listed as Licensed Financial Professional at RBC Wealth Management, a with 6359 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a matched LinkedIn profile for Aj Hoffman.
Aj Hoffman previously worked as Registered Client Associate at Rbc Wealth Management and Guidance Team Representative- Financial Advisor at Thrivent. Aj Hoffman holds Bachelor'S Degree, Marketing, 3.4 Gpa from New Mexico State University.
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Aj Hoffman is a Licensed Financial Professional at RBC Wealth Management.
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Minnetonka, Minnesota, United States
Active LH&A, Series 7, and Series 66 Licenses
Minneapolis, Minnesota, United States
Active LH&A, Series 7, and Series 66 Licenses • Built client rapport quickly to develop relationships and directed goal-oriented financial planning conversations • Used MoneyGuidePro to create financial strategies and present them via Zoom • Prepared and presented life insurance, annuity, and retirement planning illustrations and projections• Held 11 client facing appointments per week and set an average of 15 appointments per week • Efficiently utilized Salesforce to add proper documentation and suitability requirements• Implemented product solutions to meet client needs
701 Xenia Ave S, Golden Valley, Minnesota, United States
As a Financial Professional, I have completed advanced education and licensing requirements. That means I can provide comprehensive, customized financial guidance to you. I also have access to a broad array of products and services to help you address your financial and investment objectives. No matter what your goals, time horizon or risk tolerance level, I can help you take steps to achieve your goals.
Greater Minneapolis-St. Paul Area
Contest Winning Engineering Recruiter- Focused on Mechanical, Quality, Manufacturing, Process, Technicians, and Drafting/Design.
Golden Valley, Mn
Aerotek CE specializes in providing Engineering and Technical Staffing in the form of Consulting, Contract to Hire, and Direct Hire opportunities for clients ranging from start-up to Fortune 500 companies. Aerotek is your direct source to find the most qualified & highly skilled employees and locate great career opportunities with industry leading companies. Specific Skill sets I recruite for include: - Mechanical Engineers - Electrical Engineers - Manufacturing Engineers - Quality Engineers - Process Engineers - Controls Engineers - R&D Engineers - Test, Validation, Reliability Engineers - Design Engineers - Project Managers
Minnetonka, Mn
Excelling in Instruction, Sales, Customer Service, and attaining Referrals to grow GolfTEC Minnetonka into the 2nd ranked GolfTEC out of more than 200 in the U.S.I genuinely care about my clients and value integrity, straight talk, and building personal relationships. These values I believe shine through and are a large part of my success.
-Sold and Managed 20+ Corporate Events per year-Implemented new Service Excellence Standards and trained a staff of 15 employees -Created revenue generating budgets for retail shop, and course operations. - Built Comprehensive Long Term Marketing Plan to rebrand the facility and create sustainable revenue growth
-Worked in conjunction with the coordinators of the 2009 PGA Championship running the subsequent events leading up to and following the championship: PGA Corporate Cup, PGA Media Day, the Kickoff to the PGA Championship, and PGA Championship Volunteer Day-Consulted local media outlets concerning course set-up, history, event preparation, and work detail for the championship-Administrated 15+ Corporate Outings for notable businesses including Ameriprise Financial, Integrity Corp., and The Freedom and Security PAC with US Senator John Kline
Scottsdale, Az
-Worked in set-up and operation of the PGA Tour’s 2008 and 2009 FBR Opens-Attended multiple Service Excellence Training Sessions with Director of Golf, Bill Grove-Gained an understanding of TPC corporate policies and procedures, customer service standards, merchandising operations, and refund and rain check policies
Bandon, Oregon
-Managed daily till and caddie banks of over $25,000 cash-Supported PGA Professionals with customer relations, merchandising, and enforcing policies and procedures in 3 Top 100 Golf Shops-Assisted in inventory and accounting functions for Bandon Dunes Golf Shop
South Lake Tahoe, Nv
-Assisted in daily golf shop operations in a Top 100 Public Golf Shop -Provided outstanding customer service to celebrity players in the American Century Celebrity Championship as seen on NBC
Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →
Donald Heron Pfp
Colleague at Rbc Wealth ManagementHinton, Alberta, Canada
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Edith Remington
Colleague at Rbc Wealth ManagementBeverly Hills, California, United States
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James Mcnamara
Colleague at Rbc Wealth ManagementLewiston, New York, United States
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Steven Paskal
Colleague at Rbc Wealth ManagementNew York, United States
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Michelle Holahan
Colleague at Rbc Wealth ManagementPrinceton, New Jersey, United States
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Helen Larbalestier
Colleague at Rbc Wealth ManagementJersey
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Courtney Stichhaller, Msc
Colleague at Rbc Wealth ManagementGreater Toronto Area, Canada
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Daniel Vera Morales
Colleague at Rbc Wealth ManagementLondon, Ontario, Canada
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Ellie Calloway
Colleague at Rbc Wealth ManagementMidland, Texas, United States
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Jea Wen Wei
Colleague at Rbc Wealth ManagementToronto, Ontario, Canada
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Studied Political Science and made the All-America Golf Team
Quick answers generated from the profile data available on this page.
Aj Hoffman works for RBC Wealth Management.
Aj Hoffman is listed as Licensed Financial Professional at RBC Wealth Management.
Aj Hoffman is based in Greater Minneapolis-St. Paul Area, United States while working with RBC Wealth Management.
Aj Hoffman has worked for Rbc Wealth Management, Thrivent, Aerotek, Golftec, and Mississippi Dunes Golf Links.
Aj Hoffman's colleagues at RBC Wealth Management include Donald Heron Pfp, Edith Remington, James Mcnamara, Steven Paskal, and Michelle Holahan.
You can use AeroLeads to view verified contact signals for Aj Hoffman at RBC Wealth Management, including work email, phone, and LinkedIn data when available.
Aj Hoffman holds Bachelor'S Degree, Marketing, 3.4 Gpa from New Mexico State University.
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