Ryan Johnson
Equitable Advisors
Moses Lake,WA
1
Certification
4
years of professional experience
I currently work as a Financial Advisor supporting clients through financial planning, retirement accounts, and Washington State pension guidance. I run client meetings, build new business through warm and cold prospecting, and turn prospects into long-term relationships through clear follow-up. Works closely with a team of advisors to support daily client needs and planning conversations.
Work History
Financial Advisor
5 Months- Engaged with clients and prospective clients daily to foster relationships and understand their financial needs
- Have experience in running meetings with clients
- Developed my book of business through targeted warm and cold prospecting efforts
- Have experience and knowledge with retirement accounts
- Knowledgeable in Washington State pension
- Work to build my book of business through warm and cold prospecting
- Leveraged experience and knowledge of retirement accounts to provide tailored financial solutions
Leasing Agent
2 Years 10 Months- Collaborated with leads every day in order to help find the best possible unit
- Collaborated daily with leads to identify and secure ideal units
- Helped leads solve issues as they arose and guided them through the steps of obtaining a unit
- Worked with property managers to organize tours and unit availability
- Initiated and managed sales calls and emails weekly
- Collaborated with teammates to effectively help customers
- Assisted leads in resolving issues and guided them through unit acquisition process
- Collaborated with marketing team to strategize outreach to new and existing customers
- Cooperate our team’s social media pages
Education
Bachelor of Science - Business Finance
Skills
Customer service experience
Time management and organizational skills
Leadership experience
Client relationship management
Prospecting
Financial planning
Retirement accounts
Washington state pension knowledge
Client meeting facilitation
Financial communication
Certification
- Life and disabilities licensence (WA)
- Passed SIE
- Passed Series 66
- Passed Series 7
Timeline
Financial Advisor
Equitable Advisors
03.2026 - CurrentRead More
Leasing Agent
Dabco Property Management
02.2023 - 12.2025Read More
Washington State University
Bachelor of Science from Business Finance
Read More