Kyle Osting
Investment Solutions Representative II
Furlong,PA
Summary
Highly organized and results-driven financial professional with a strong track record in investment planning, client engagement and consultative sales. Recognized across consecutive performance years for top performance in planning metrics, monetary and development flows, and client experience across leading financial institutions. Strong ability to navigate client needs positioning value-driven advice and delivering tailored solutions that build long-term relationships. Successfully balanced full-time work while taking full course load and completing B.S. in Finance graduating Summa Cum Laude.
Overview
6
6
years of professional experience
3
3
Certifications
Work History
Investment Solutions Representative II
Fidelity Investments
01.2023 - Current
- Help clients with retirement strategies, portfolio optimization and navigating Fidelity's full suite of investment solutions
- Engage with both inbound and outbound clients to address needs, build trust and uncover planning opportunities
- Successfully generated and helped facilitate over $124 million in new assets to Fidelity across PY2024 and PY2025 to date, including $50.5 million into managed products which ranks me in the 85th percentile
- Ranked in the 99th percentile in planning metrics in PY2024; currently in the 77th percentile for PY2025 with 16 weeks remaining
- Recognized with Fidelity's Excellence in Action Award in both 2023 and 2024
High Net Worth Client Consultant
Vanguard
Malvern, PA
06.2021 - 01.2023
- Served as a primary point of contact for high-net-worth clients, handling complex investment inquiries, executing trades, and optimizing portfolio allocations
- Helped facilitated approximately $2.5 million in recurring annual revenue through personalized advisory services and consultative financial planning
- Consistently ranked in the top 1% of over 330 consultants in key sales and client engagement metrics
- Used the Miller Heiman sales methodology to identify client needs, drive holistic financial conversations, and position tailored solutions
- Mentored and trained new consultants, enhancing team performance and client engagement strategies
Financial Advisor
Prudential Financial
02.2019 - 06.2021
- Conducted comprehensive financial reviews for existing clients and prospects, providing guidance on insurance, annuities, investment accounts, and retirement planning
- Developed customized financial strategies, ensuring clients had the appropriate coverage and investment allocations based on their goals and risk tolerance
- Built and maintained a book of business through outbound prospecting, referrals, and in-person consultations, traveling to meet clients and strengthen long-term relationships
Education
Bachelor of Science - Finance
Johnson & Wales University
Skills
- Client Relationship Management (CRM - Salesforce)
- Investment Planning & Portfolio Optimization
- Client Engagement & Consultative Sales
- Performance Coaching & Team Leadership
- Market Analysis & Strategic Sales Execution
- Financial Product Knowledge
- Retirement planning
- Teamwork and collaboration
Certification
FINRA Series 7
Timeline
Investment Solutions Representative II
Fidelity Investments
01.2023 - Current
High Net Worth Client Consultant
Vanguard
06.2021 - 01.2023
Financial Advisor
Prudential Financial
02.2019 - 06.2021
Bachelor of Science - Finance
Johnson & Wales University
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