ADAM W. WEIBEL
Salt Lake City,UT
Summary
Performance-driven Account Relationship Executive, with over 20 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment. Constantly staying informed and versed on competitors product offering's.
Overview
18
18
years of professional experience
Work History
VICE PRESIDENT FINANCIAL CONSULTANT
CHARLES SCHWAB
01.2019 - 01.2023
- Managed Ultra - High Networth Practice of 175 clients with assets totaling $750 Million with Schwab.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Monitored industry trends, keeping current on latest changes and competition in industry.
SENIOR FINANCIAL CONSULTANT
TD AMERITRADE
01.2014 - 01.2019
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts. Semi Annual contact with all 175 clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Advised clients on investments, retirement and estate planning.
- Lead education events, quarterly around Trust, wills, estate planning, retirement planning, long term care, employee group benefits and life insurance.
SENIOR INVESTMENT CONSULTANT
USAA INSURANCE
01.2010 - 01.2014
- Leader in enterprise referrals (3-5 monthly) for Long Term Care, and Disability insurance.
- Collaborated with more than 50% of clients to develop customized investment portfolios.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Recommended specific investments to help clients meet financial goals.
FINANCIAL ADVISOR
FOXSTONE FINANCIAL
01.2009 - 01.2010
- Created business plan and identified target customers by interacting on phone and in person, averaging 12-15 contacts daily, handling basic inquiries, and providing quotes.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Delivered strategic investment advice for individual and corporate clients.
REGIONAL DIRECTOR OF SALES
FARMERS INSURANCE GROUP OF COMPANIES
01.2006 - 01.2009
- Coordinated full sales operations within assigned region. Met with all 200 licensed agent's annually. Met with Top Producers quarterly.
- Created regional sales plans and quotas, updated monthly.
- Identified new product opportunities and target customers.
- Managed team of sales representatives, providing guidance, coaching and support.
INVESTMENT AND FINANCIAL PLANNING MANAGER
SAGEMARK CONSULTING/ LINCOLN FINANCIAL ADVISORS
01.2005 - 01.2006
- Constructed comprehensive financial plan's for registered financial planners. Completed 100% of plans within 1 week. Collaborated with business proprietor's in their retirement plan development, creating defined contribution and defined benefit plans.
- Provided 401(k) investment advice to clients; assisted on retirement planning process, employing Modern Portfolio Theory and "Monte Carlo" simulation.
- Utilized Morningstar Principia for stock, mutual fund, and annuity research.
Education
BACHELOR OF ARTS - SOCIOLOGY, MINOR IN JAPANESE
University of Utah
1996
Skills
- Sales and Marketing Leadership
- Partnerships and Affiliations
- CRM Software
- Product Demonstration
- Effective Communicator and Public Speaker
- Industry Expertise
- Innovative and Visionary
- Coaching and Mentoring
- Mission and Vision
Accomplishments
CHFC®
Life and Health Licensed
FINRA 7,63,65
Timeline
VICE PRESIDENT FINANCIAL CONSULTANT
CHARLES SCHWAB
01.2019 - 01.2023
SENIOR FINANCIAL CONSULTANT
TD AMERITRADE
01.2014 - 01.2019
SENIOR INVESTMENT CONSULTANT
USAA INSURANCE
01.2010 - 01.2014
FINANCIAL ADVISOR
FOXSTONE FINANCIAL
01.2009 - 01.2010
REGIONAL DIRECTOR OF SALES
FARMERS INSURANCE GROUP OF COMPANIES
01.2006 - 01.2009
INVESTMENT AND FINANCIAL PLANNING MANAGER
SAGEMARK CONSULTING/ LINCOLN FINANCIAL ADVISORS
01.2005 - 01.2006
BACHELOR OF ARTS - SOCIOLOGY, MINOR IN JAPANESE
University of Utah