Max Rabin
Atlanta,GA
Summary
Dynamic Wealth Advisor with expertise in financial planning, investment strategy, tax preparation and planning and client relationship management. Proven ability to align client portfolios with financial objectives while ensuring regulatory compliance and effective communication.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
Wealth Advisor & Tax Specialist
Cumberland Financial Group
MARIETTA, Georgia
07.2021 - Current
- Created personalized financial plans aligned with client goals, enhancing overall satisfaction and financial well-being.
- Performed market analysis to inform investment strategies, ensuring recommendations aligned with market trends.
- Managed client portfolios to ensure alignment with financial objectives and compliance standards.
- Evaluated financial data to devise targeted strategies addressing clients' unique financial needs, improving their financial outcomes.
- Assisted clients in understanding various investment types including stocks, bonds, and ETFs.
- Collaborated with colleagues across departments to deliver seamless service experiences.
- Built strong relationships through effective communication and trust-building techniques.
Operations Associate
Hoffman Financial Group
Alpharetta, Georgia
02.2019 - 06.2021
- Oversaw client documentation to ensure regulatory compliance and accuracy.
- Implemented process improvements to enhance team productivity and service delivery.
- Aligned project timelines with company objectives to meet critical deadlines.
- Coordinated asset movement and documentation management to facilitate smooth client transitions.
Education
Some College (No Degree) - Finance
Kennesaw State University
Kennesaw, GASkills
- Financial planning
- Investment analysis
- Portfolio management
- Securities licensing
- Insurance licensed
- Cash flow management
- Client management
- Time management
- Team collaboration
- Effective communication
- Trust building
- Adaptive learning
Certification
Series 7
Timeline
Wealth Advisor & Tax Specialist
Cumberland Financial Group
07.2021 - Current
Operations Associate
Hoffman Financial Group
02.2019 - 06.2021
Some College (No Degree) - Finance
Kennesaw State University