Financial Planning Associate
Current
Mar 2023 - Present
AeroLeads people directory · profile
Max Hoffman Email & Phone Number
Financial Planning Associate
at
The Potter Financial Group Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Associate
Location
Raleigh, North Carolina, United States
Who is Max Hoffman? Overview
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Quick answer
Max Hoffman is listed as Financial Planning Associate at The Potter Financial Group Inc., based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Max Hoffman.
Max Hoffman previously worked as Certified Financial Planner Certification Education Program at Northwestern University School Of Professional Studies and Workplace Planning Consultant I at Fidelity Investments. Max Hoffman holds Bachelor'S Degree, Finance, General from Elon University - Martha And Spencer Love School Of Business.
Company email context
Email format at The Potter Financial Group Inc.
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The Potter Financial Group Inc.
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Profile bio
About Max Hoffman
Aspiring CFP and leader in the financial services field
Current workplace
Max Hoffman's current company
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6 roles
Max Hoffman work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner Certification Education Program
Workplace Planning Consultant I
-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.
Apr 2021 - Dec 2021
Financial Advisor
-Prospect new clients-Formulate personal financial plans across different platforms-Perform joint work with CFP's-Over 100 hours of corporate training
Jun 2020 - Nov 2020
College Financial Representative
-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
Sep 2019 - Dec 2019
Vice President Finance
-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
Nov 2018 - Nov 2019
2 education records
Max Hoffman education
Bachelor'S Degree, Finance, General
Elon University - Martha And Spencer Love School Of Business
High School Diploma
Shady Side Academy
FAQ
Frequently asked questions about Max Hoffman
Quick answers generated from the profile data available on this page.
What company does Max Hoffman work for?
Max Hoffman works for The Potter Financial Group Inc..
What is Max Hoffman's role at The Potter Financial Group Inc.?
Max Hoffman is listed as Financial Planning Associate at The Potter Financial Group Inc..
Where is Max Hoffman based?
Max Hoffman is based in Raleigh, North Carolina, United States while working with The Potter Financial Group Inc..
What companies has Max Hoffman worked for?
Max Hoffman has worked for The Potter Financial Group Inc., Northwestern University School Of Professional Studies, Fidelity Investments, Equitable Advisors, and Northwestern.
How can I contact Max Hoffman?
You can use AeroLeads to view verified contact signals for Max Hoffman at The Potter Financial Group Inc., including work email, phone, and LinkedIn data when available.
What schools did Max Hoffman attend?
Max Hoffman holds Bachelor'S Degree, Finance, General from Elon University - Martha And Spencer Love School Of Business.
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