Max Hoffman

Max Hoffman Email and Phone Number

Graduate of Elon University with a major in Finance @ The Potter Financial Group Inc.
Max Hoffman's Location
Raleigh, North Carolina, United States, United States
About Max Hoffman

Aspiring CFP and leader in the financial services field

Max Hoffman's Current Company Details
The Potter Financial Group Inc.

The Potter Financial Group Inc.

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Graduate of Elon University with a major in Finance
Max Hoffman Work Experience Details
  • The Potter Financial Group Inc.
    Financial Planning Associate
    The Potter Financial Group Inc. Mar 2023 - Present
    Durham, Nc, Us
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  • Northwestern University School Of Professional Studies
    Certified Financial Planner Certification Education Program
    Northwestern University School Of Professional Studies Jan 2022 - Present
    Chicago, Illinois, Us
    View
  • Fidelity Investments
    Workplace Planning Consultant I
    Fidelity Investments Apr 2021 - Dec 2021
    Boston, Ma, Us
    -Interact with active and inactive 401k participants to introduce and guide them through all their available options-Profile and utilize consultative skills during client interactions to provide appropriate investment and planning solutions-Run multiple investment and retirement planning tools with every interaction-Book-manage and handle leads through lead utilization-Connect, build rapport and effective relationships with warm leads to address further needs and create new client opportunities-Attend development seminars to sharpen skills and expand industry knowledge
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  • Equitable Advisors
    Financial Advisor
    Equitable Advisors Jun 2020 - Nov 2020
    -Prospect new clients-Formulate personal financial plans across different platforms-Perform joint work with CFP's-Over 100 hours of corporate training
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  • Northwestern
    College Financial Representative
    Northwestern Sep 2019 - Dec 2019
    Milwaukee, Wi, Us
    -Enroll in a sales training program-Gained real-life experience with cliental-Work with full-time financial representatives and financial advisors-Create in-depth financial plans for clients
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  • Delta Upsilon International Fraternity
    Vice President Finance
    Delta Upsilon International Fraternity Nov 2018 - Nov 2019
    Indianapolis, Indiana, Us
    -Responsible for the receipt, care, and disbursement of all chapter funds-Create semester budgets for fraternity operations-Serve on the executive board for the fraternity
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Max Hoffman Education Details

  • Elon University - Martha And Spencer Love School Of Business
    Elon University - Martha And Spencer Love School Of Business
    General
  • Shady Side Academy
    Shady Side Academy
    High School Diploma

Frequently Asked Questions about Max Hoffman

What company does Max Hoffman work for?

Max Hoffman works for The Potter Financial Group Inc.

What is Max Hoffman's role at the current company?

Max Hoffman's current role is Graduate of Elon University with a major in Finance.

What schools did Max Hoffman attend?

Max Hoffman attended Elon University - Martha And Spencer Love School Of Business, Shady Side Academy.

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