Ryan Holbert

Candidate Information

Email: RDH44@hotmail.com

Phone: 561.373.0570

Salary Expectation: TBD

Skills: Wealth Management, Investment Strategy, High-Net-Worth Client Advisory, Portfolio Management, Risk Management, Financial Planning, Retirement Solutions, Business Development, Client Acquisition, Sales Leadership, Revenue Growth, Team Collaboration, Cross-Selling, Client Relationship Management, Securities Operations, Regulatory Compliance, Communication, Customer Service, CRM Workflow Management, Account Transfers, ACH & Wire Transactions, Document Processing, Cost Basis Tracking, Microsoft Office, Schwab Advisor Services (familiar), Portfolio Accounting Systems (e.g., Orion - familiar), Financial Workshops

Current Location: Alpharetta

Willing to Relocate?: NA

Relevant Experience: Ryan Holbert brings over 20 years of financial advisory and wealth management experience, having worked with major firms such as Prudential Financial, TIAA, JPMorgan Chase, and Raymond James. Throughout his career, he has developed and managed large portfolios for high-net-worth individuals, executed financial planning strategies, and ensured regulatory compliance. His experience includes handling sensitive client operations such as money movement (checks, journals, wires, and ACH), account transfers, and document verification — all of which are key components of the Certified Financial Advisor role. Ryan is also proficient in client communication, workflow prioritization, and CRM systems, making him highly effective at managing the administrative and relational demands of financial operations.

Work Authorization: US

Highlights: At Prudential Financial, Ryan served as a Virtual Financial Advisor where he led a pilot project to improve client satisfaction, achieving a 30% engagement increase and overseeing $9 million in new assets within two quarters. His role involved daily client communication, handling operational tasks remotely, and managing investments — directly reflecting the responsibilities of the Client Service Associate role.

During his tenure at TIAA, Ryan managed over 600 high-net-worth clients, increasing assets under management by $80 million. He led retirement planning and ensured all service delivery met compliance and client service standards, which aligns closely with the operational and client-facing components of the advertised position.

At JPMorgan Chase, Ryan ranked in the top 5% nationally for production. His work included managing accounts over $500K, overseeing account transfers, and collaborating across investment and lending departments — providing a well-rounded experience in account management and client service operations.

Earlier in his career at Raymond James & Associates, Ryan handled over $150 million in client assets, led client documentation and planning, and ran financial education workshops, preparing him to manage document flow and client intake procedures critical to the advertised role.

Resume: View Resume

Cover Letter: View Cover Letter