Bilkeykatz Investment Consultants

The experienced, independent consultants of BilkeyKatz bring a unique approach to investment committees and management staffs responsible for investment plans at foundations, endowments, defined benefit retirement plans, defined contribution plans, family offices, and health care organizations.

Bilkeykatz Investment Consultants, Inc. is a pension consultant based in Pittsburgh. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Pennsylvania and Texas. Bilkeykatz Investment Consultants provides pension consulting services, selection of other advisers, and investment consulting services

Below please find the Family Offices Profile for BilkeyKatz Investment Consultants, Inc. If you need contact details for this family office please refer to FamilyOfficesDatabase.com. This family office profile is currently being constructed, please check back later this year for more details.

Bilkeykatz Investment Consultants is a registered investment firm based out of Pittsburgh, Pennsylvania. Among its clients, the company advises 17 charities and foundations. The business performs a set of services, such as pension consulting services, selection of other advisers, and other services.

BilkeyKatz Investment Consultants General Information Description. Founded in 2002, BilkeyKatz Investment Consultants is an SEC-registered investment advisory firm based in Pittsburgh, Pennsylvania. The service areas of the firm include investment policy development and review, spending policy modeling, custodian searches, and evaluations …

Bilkeykatz Investment Consultants

Fidelity Investments: Investment Consultant – South Bay

Job Description:

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future.

Responsibilities

FINRA Series 7 & 63 required before hire
Series 65 and/or 66 and state registrations required within 3 months of hire
A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

Benefits offerings:

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee’s pay back their student loan debt(opens in a new tab)

Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face-to-face setting, and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career!

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