Chad Akselrad CRPC® AWMA®
Holland,PA
Summary
Experienced Financial Planner with solid foundation in providing clients with ongoing advice and guidance throughout their lives. Adept at creating supportive environment to foster client trust and open communication. Highly collaborative team player who adapts to changing circumstances and prioritizes achieving tangible results, with focus on empathy and problem-solving.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Relationship Advisor
GWH Wealth
10.2023 - 11.2025
- Serviced and advised client relationships for $250M AUM Practice.
- Educated clients on investments and tax planning via a holistic approach.
- Formed Cash Balance programs and 401k enrollments with multiple business owners and individual clients
- Streamlined departmental operations by implementing efficient processes and procedures.
- Cultivated new relationships via warm introductions & seminars.
- Achieved AUM goal of $15M in 2024, on track for same in 2025.
Senior Financial Consultant
Charles Schwab & Co
10.2022 - 05.2023
- Assisted in $800M AUM branch office with operations, and service to ensure seamless daily functions.
- Evaluated complex financial data and developed comprehensive financial plans for clients.
- Recommended suitable solutions in the full product suite Schwab offers.
- Met Branch AUM minimum of $10M per month, triggering monthly bonus.
Financial Planner
Thrive Capital Management
05.2021 - 10.2022
- Collaborated with Senior Advisor to manage practice with over individual AUM of $50 million (Firm AUM, $500M).
- Drafted comprehensive financial plans for high net worth clients.
- Presented plans for clients, emphasizing investment and tax planning strategies to offer recommendations and supporting data.
- Achieved AUM goal of $17.5 Million for 2021.
Private Banker
Wells Fargo Advisors
10.2019 - 10.2020
- Created new opportunities in private client market through strategic relationship building.
- Guided high net worth clients in assessing net worth and financial needs.
- Built strong referral networks with multiple internal partners.
- Worked with Financial Advisor, achieving $5M AUM goal for every quarter, triggering bonus eligibility.
VP Premier Wealth Advisor
HSBC Securities
03.2018 - 08.2019
- Created and developed a $25 Million portfolio of Premier Clients while ensuring high retention rates.
- Utilized proprietary software for comprehensive financial analysis presentations to clients.
- Implemented tailored strategies and insurance techniques to address specific customer needs.
- Cultivated opportunities in relationship manager's book of business.
- Assisted clients with tax implications, estate planning, and mortgage challenges.
UHNW Insurance Coordinator
Merrill Lynch
12.2016 - 03.2018
- Provided sales support to two Ultra High Net Worth external insurance specialists.
- Led weekly pipeline calls with internal teams and external case managers.
- Cultivated relationships with wholesalers and financial advisors for enhanced collaboration.
- Implemented case design strategies in comprehensive financial plans.
- Compiled life insurance proposals for Private Banking Investment Group and U.S. Trust Advisors.
- Educated advisors and clients on estate planning and wealth transfer solutions using WebEx.
- Assisted in surpassing sales goals with over 50 cases, averaging annual premiums of $100K.
- Developed business plan for team for Annual Insurance Desk Conference.
Private Client Group Relationship Manager
PNC Investments
05.2016 - 12.2016
- Oversaw $100M High Net Worth client portfolio, ensuring alignment with financial goals.
- Recommended diverse solutions based on comprehensive analysis of client profiles.
- Facilitated weekly branch huddle meetings to promote strategic initiatives.
- Collaborated with financial advisors to refer suitable wealth solutions.
- Achieved sales goals each quarter, contributing to branch success.
Financial Specialist
New York Life
01.2013 - 04.2016
- Implemented financial planning solutions, including life insurance, annuities, investments, benefits and retirement enrollments.
- Facilitated design and sales training classes for life insurance and annuities at General Office.
- Formulated and revised annual business plan semi-annually.
- Placed over 40 annuity and life insurance cases per year
Education
AWMA - Financial Services
College For Financial Planning
Centennial, CO03-2025
CRPC - Financial Services
College For Financial Planning
Centennial, CO03.2022
Bachelor of Arts - Corporate Communication
Penn State University-Abington
Abington, PA12.2006
Skills
- Relationship management
- Customer service
- Time management
- Attention to detail
- Team leadership
- Critical thinking
- Excellent communication
- Analytical problem solving
Certification
- CRPC® Chartered Retirement Planning Counselor
- AWMA® Accredited Wealth Management Advisor
- Series 7
- Series 66
- PA, NJ, MD, NC, FL Life/Health Insurance License
- FINRA CRD 6152825
Activities
Pulse Entertainment: Event Manager (PT) Provided DJ services for private and public events for my brother’s company on the weekends.
Timeline
Senior Relationship Advisor
GWH Wealth
10.2023 - 11.2025
Senior Financial Consultant
Charles Schwab & Co
10.2022 - 05.2023
Financial Planner
Thrive Capital Management
05.2021 - 10.2022
Private Banker
Wells Fargo Advisors
10.2019 - 10.2020
VP Premier Wealth Advisor
HSBC Securities
03.2018 - 08.2019
UHNW Insurance Coordinator
Merrill Lynch
12.2016 - 03.2018
Private Client Group Relationship Manager
PNC Investments
05.2016 - 12.2016
Financial Specialist
New York Life
01.2013 - 04.2016
AWMA - Financial Services
College For Financial Planning
CRPC - Financial Services
College For Financial Planning
Bachelor of Arts - Corporate Communication
Penn State University-Abington