Kyle Osting
Furlong,PA
Summary
Highly organized and Results-driven financial professional with a proven track record in investment planning, client service, and consultative sales. Recognized for top performance in financial planning metrics, referrals, and client engagement across leading financial institutions. Strong ability to navigate high-net-worth client needs, optimize portfolio solutions, and exceed sales goals. Adept at mentoring new representatives, improving processes, and fostering long-term client relationships. Committed to delivering exceptional client experiences and driving revenue growth through strategic planning and relationship management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative
Fidelity Investments
01.2023 - Current
- Provide comprehensive financial planning and investment guidance, helping clients develop portfolio strategies, optimize asset allocations, and execute trades to meet long-term goals
- Successfully facilitated $106 million in new assets to Fidelity ($49M in 2023, $57M in 2024), including $27M in managed products ($6M in 2023, $21M in 2024)
- Consistently ranked among the top 10% in planning metrics, referrals, and client engagement, earning the Q4 2023 & 2024 Excellence in Action (EIA) Award and being 1 out of 4 achieving 100% (Customer Experience Index) CEI in Q4 2024
- Engage high-net-worth and mass affluent clients, providing tailored investment recommendations and ensuring seamless execution of trades and transactions
- Mentor and train new representatives, hosting shadowing sessions to enhance team performance and improve client conversations
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
- 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
Chalfont, PA
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
- Obtained full licensure (SIE, Series 7, Series 66, Life & Health Insurance) to advise on and sell a full suite of financial products
- Delivered needs-based product recommendations, enhancing client portfolios through investment rollovers, annuity enhancements, and life insurance solutions
Education
Bachelor of Science (B.S.) - Finance
Johnson & Wales University
05.2025
Associate of Science (A.S.) - Business Administration
Montgomery County Community College
12.2022
Skills
- Client Relationship Management (CRM - Salesforce)
- Investment Planning & Portfolio Optimization
- High-Net-Worth Client Engagement & Consultative Sales
- Performance Coaching & Team Leadership
- Market Analysis & Strategic Sales Execution
- Financial Product Knowledge
Certification
- FINRA Series 7
- FINRA Series 66
- Life, Accident and Health Licensed
Timeline
Investment Solutions Representative
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 (B.S.) - Finance
Johnson & Wales University
Associate of Science (A.S.) - Business Administration
Montgomery County Community College
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