Adam W. Weibel ChFC®
Salt Lake City,UT
Summary
Performance-driven Account Executive with 20 years of experience in business development, relationship management, and sales. Passionate about implementing client investment strategies to maximize portfolio returns and minimize risk. Results-oriented and consistently stays informed and knowledgeable about competitors\' products and offerings.
Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Vice President, Financial Advisor
Charles Schwab
06.2019 - 07.2023
- Provided financial planning and investment management expertise to assigned practice with assets (AUM) exceeding $750 million
- Developed and presented quarterly financial performance reviews for clients, leading to a retention rate of 90%
- Utilized financial planning software such as MoneyGuidePro to generate accurate financial reports Delivered portfolio performance reviewson 70% of practice using Money guide Pro.??
- Averaged $45 Million in net new assets annual while in production
- Stayed current on economic trends and investment opportunities to stay abreast of financial markets
- Collaborated with tax advisors and estate planners to create comprehensive financial plans, leading to a 25% increase in long-term client retention
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Senior Financial Advisor
TD Ameritrade
02.2014 - 06.2019
- Presented company approved events and seminars to clients and prospects
- Growing practice by over $25% annually
- Top 10% performer in branch each year
- 50 million in new client assets annually during tenure in Scottsdale office
- Managed client portfolios with focus on wealth preservation and growth, achieving consistent positive returns
- Spearheaded the development of financial planning seminars for existing and prospective clients to generate leads and increase retention rates
- Skills
- Client relationship management
- Investment strategies
- Financial modeling
- Risk assessment
- Portfolio management
- Retirement planning
- Wealth preservation techniques
- Time management and problem-solving skills
- Driven to exceed sales and production quotas
Education
Chartered Financial Consultant -
The American College of Financial Services
King Of Prussia, PA11.2022
Bachelor of Arts - Sociology
University of Utah
Salt Lake City, UtahSkills
- Coaching and mentoring
- Client relationship management
- Investment strategies
- Financial modeling
- Risk assessment
- Portfolio management
- Retirement planning
- Wealth preservation techniques
- Time management and problem - solving skills
- Driven to exceed sales and production quotas
Affiliations
Completed numerous advanced training programs in financial analysis, portfolio management, and
private equity.
Certification
- Chartered Financial Consultant (ChFC) - The American College of Financial Services.
Timeline
Vice President, Financial Advisor
Charles Schwab
06.2019 - 07.2023
Senior Financial Advisor
TD Ameritrade
02.2014 - 06.2019
- Chartered Financial Consultant (ChFC) - The American College of Financial Services.
Chartered Financial Consultant -
The American College of Financial Services
Bachelor of Arts - Sociology
University of Utah
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