Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
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Riku Oinonen

Riku Oinonen

Greenville,South Carolina

Summary

Accomplished Financial professional with 8-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.

Overview

8
8
years of professional experience
3
3
Certification

Work History

Retirement Counselor

Empower
Greenville, South Carolina
08.2022 - Current
  • Increased client base by developing and implementing effective business development strategies.
  • Enhanced company''s market presence through targeted networking events and relationship building.
  • Managed and efficiently grew a 380 million dollar book of business
  • Cultivated strong relationships with key stakeholders both internally and externally to optimize collaboration efforts across departments.
  • Optimized lead generation efforts by implementing CRM tools and refining prospecting techniques.

Staff Manager

Western & Southern Financial Group
Greenville, SC
05.2020 - 08.2022
  • Advised clients on financial products and services to help them with Protection, Wealth Accumulation, Retirement Planning, and Estate distribution.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Grew book of business constantly.
  • Top sales representative numerous times.
  • Drove performance of staff by creating incentives and positive work atmosphere and administering recognition and rewards programs.
  • Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures.
  • Managed recruitment to successfully meet short- and long-term business staffing goals

Service Developer

Savings Bank
Turku, Finland, Finland
04.2017 - 06.2019
  • Advised customers with daily banking, financial and investment issues.
  • Trained new employees and implemented a new company-wide internal communication system.
  • Administrated internal report system and the internal communication system.
  • Analyzed customer needs and wants to develop a bachelor’s thesis that structured the customer service to be more efficient.
  • Developed and standardized internal instructions.
  • Developed customer services.

EMEA B2B account adviser

Texas Instruments
Freising, Germany, Germany
08.2016 - 02.2017
  • Handled assigned accounts and larger EMSIs production, logistics, and requisitions demands.
  • Offered key support to sales and handled their tasks as needed during their absence.
  • Efficiently administered internal report system, pricing management, and backlogs in SAP.
  • Solved issues that saved production costs thousands and provided an edge to negotiations.

Education

Bachelors - Business Administration, marketing

University of Applied Sciences Novia
Turku
05.2018

Bachelors - International Business Management

University of Applied Sciences Landshut
Landshut
2018

Skills

  • Strategic planning
  • Financial Management
  • Financial Goal Planning
  • Account Performance Reviews
  • Sales and marketing
  • Staff Management
  • Compliance Assessment
  • Staff Recruitment and Hiring

Certification

Series 7 & 63 for GA, SC,PA and VT .Life/Health/Annuity for SC,NC,TX,GA,PA,NM and MD.

Languages

Finnish
Native or Bilingual
Swedish
Native or Bilingual
English
Full Professional
German
Limited Working

Timeline

Retirement Counselor

Empower
08.2022 - Current

Staff Manager

Western & Southern Financial Group
05.2020 - 08.2022

Service Developer

Savings Bank
04.2017 - 06.2019

EMEA B2B account adviser

Texas Instruments
08.2016 - 02.2017

Bachelors - Business Administration, marketing

University of Applied Sciences Novia

Bachelors - International Business Management

University of Applied Sciences Landshut

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Riku Oinonen