Adam Weibel
Financial Advisor
Salt Lake City,Utah
Summary
Performance-driven Account Executive, with over 15 years’ experience in business development, relationship management and sales. Passionate about implementing excellent organization and communication skills, to manage and lead teams. Results-oriented, staying informed and versed on competitor’s products and offerings.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Vice President Financial Advisor
Charles Schwab
06.2019 - 07.2023
- Provided comprehensive financial planning and investment management to assigned client base with assets under management (AUM) exceeding $750 million.
- Collaborated with clients to identify financial goals and risk tolerance, creating personalized financial plans to achieve long-term objectives.
- Implemented advanced portfolio management techniques, including asset allocation, diversification, and risk management.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Delivered strategic investment advice for individual and corporate clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Senior Financial Advisor
TD Ameritrade
02.2014 - 06.2019
- Managed client portfolios with focus on wealth preservation and growth, achieving consistent positive returns.
- Built strong relationships with clients through effective communication and trust-building, resulting in high client retention.
- Consistent top 10% performer in branch each year.
- Engaged prospective clients in effort to build and develop new business opportunities.
Education
Bachelor of Arts -
University of Utah
Salt Lake City, UtahChartered Financial Consultant -
The American College of Financial Services
Skills
- Financial Analysis
- Investment Strategies
- Extensive Market Knowledge with Stocks, Bonds, Mutual Funds, ETF's
- Extensive Experience in Client Portfolio Reviews and Individual Client Performance
- Client Relationship Management, Utilizing (CRM) Tools
- Financial Planning
- Tax Management and Strategy
- Experienced in life insurance and annuity sales
Certification
Chartered Financial Consultant (ChFC)
Professional Development
Completed numerous advanced training programs in financial analysis, portfolio management, and private equity.
Timeline
Vice President Financial Advisor
Charles Schwab
06.2019 - 07.2023
Senior Financial Advisor
TD Ameritrade
02.2014 - 06.2019
Bachelor of Arts -
University of Utah
Chartered Financial Consultant -
The American College of Financial Services