ADRIAN FELIX VANCAMPER
Scottsdale,AZ
Summary
Accomplished and client-focused Advisor with over a decade of experience in financial planning, investment management, and wealth preservation. Adept at developing personalized financial strategies that align with clients' goals and risk tolerance. Proven track record of increasing client assets under management and fostering long-term relationships built on trust and integrity. Proficient in portfolio analysis, retirement planning, tax, and estate planning. Recognized for delivering comprehensive financial solutions and exceptional service in a fast-paced, dynamic environment.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Vice President / Financial Consultant
CHARLES SCHWAB AND CO.
06.2021 - Current
- Drive development, delivery and sales of customized wealth management solutions and selfdirected strategies for individual investors, with responsibility for ensuring attainment of company performance targets, grew business from $550MM in 2021 to $1.200B in 2024
- Consult closely with customers to ascertain requirements and produce solutions in support of specified financial goals
- Manage and expand client base across all services
- Deliver expert advice and consultations regarding all facets of wealth management, including retirement planning, education planning, investment management, estate planning, active investing, managed banking, and lending
- Achieved 333% to quota in 2021, 198% in 2022, and 217% in 2023 and as a result, received the Key Contributor Award in 2021 and 2023
- Serve as a mentor for fellow Financial Consultants, Associate Consultants, and Interns
Financial Consultant
CHARLES SCHWAB AND CO.
01.2019 - 05.2021
- Supported senior consultants in assisting clients with financial planning, retirement planning and investment management
- Coordinated with existing clients to gather requirements, identified opportunities through needsbased analysis, and recommended / sold appropriate solutions
- Developed relationships with walk-in clients and prospects to understand investment objectives to position various suitable offerings customized to individual needs
- As a result of the collaborative work, generated $80MM of New Assets in 2019, $65MM in 2020, and $30MM on the first half of 2021
- Archived 266% to quota in 2019, 216% to quota in 2020, and 200% to quota in 2021
- Received the Key Contributor Award in 2019 and 2020
Financial Consultant, Academy
CHARLES SCHWAB AND CO.
06.2017 - 01.2019
- Studied for licensing and certifications, and expanded knowledge in foundation wealth management, sales, and client relationships
- Coached and mentored new interns on solution selling strategies, customer relationship management, and advanced product knowledge
Associate Banker
CAPITAL ONE BANK
New York, NY, USA
12.2015 - 05.2017
- Provided personal financial counselling, assisted with lending services, and built strong relationships with existing customers to maintain high levels of satisfaction and retention
- Ranked in top 5% in client satisfaction, CC offering, and solutions referred to financial advisors
- Earned Employee of the Month in June 2016 and September 2016
Financial Service Associate
J.P. MORGAN & CHASE
New York, NY, USA
01.2014 - 02.2016
- Presented financial service topics to new clients, including credit cards, business loans, ATM usages and more
- Ranked among the top 1% in the NY Region, based on credit card offers presented to clients, loans and advice solution referred to banker and financial advisors
Education
Bachelor of Arts - Accounting and Information System
QUEENS COLLEGE
Queens, NY01.2015
Skills
- Business Development
- Customer Relationships
- Sales Management
- Team Management
- Client Retention
- Proven Sales-Cycle
- Financial Planning
- Account Management
- Ethical Issues
- Financial Compliance
- Regulatory Interpretation
- Trusted Advisor
- Portfolio Management
- Investment Analysis
- Performance Management
- Market Expansion
- Relationship Development
- Revenue Generation
- Strategic Planning
- Goal Attainment
Affiliations
- Berkeley Rotary, Member & Volunteer Vice President, Team Leader
- Toastmasters, Member
- Leo's Club in New York, Member
Professional Development
- COLLEGE FOR FINANCIAL PLANNING, Financial Planning and Leadership, matriculated to take CFP in 2024
- UNIVERSITY OF MICHIGAN, 07/01/22, 08/31/22, Successful Negotiations: Essential Strategies and Skills
Certification
Series 7, 66, CA Life & Health Insurance License
Timeline
Vice President / Financial Consultant
CHARLES SCHWAB AND CO.
06.2021 - Current
Financial Consultant
CHARLES SCHWAB AND CO.
01.2019 - 05.2021
Financial Consultant, Academy
CHARLES SCHWAB AND CO.
06.2017 - 01.2019
Associate Banker
CAPITAL ONE BANK
12.2015 - 05.2017
Financial Service Associate
J.P. MORGAN & CHASE
01.2014 - 02.2016
Bachelor of Arts - Accounting and Information System
QUEENS COLLEGE