Noah Hinson
Lakewood,CO
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
Wells Fargo
09.2024 - Current
- Sole relationship manager for high net-worth individuals (Min $250k to a maximum of $10MM)
- Manages a book of business with approx. 240 clients (Personal and Business) and an AUM of $170MM
- Partners with branch financial advisors on assisting new and existing clients with portfolio and investment management services
- Quarterly meetings with existing book clients on overall financial needs, which includes account openings, loans, and investment services
- Manages and coaches branch employees on most up to date products/services and appropriate methods on introducing me to our high net-worth clients
Advisor Services Consultant
TIAA
05.2023 - 09.2024
- Assigned primary contact to three of TIAA's largest firms and handles any client issues that arise
- Review accounts with advisors to ensure we are meeting fiduciary capacity to the fullest by offering most suitable investment and income options on mutual clients retirement plans
- Monthly and quarterly meetings with firms and advisors to ensure TIAA is addressing complex concerns head on that may interfere with client satisfaction
- Maintains high quality relationships with all outside firms that choose to have their clients use the TIAA platform
- Backup manager for the Advisor Services team which handled approx. $36B AUM
Financial Services Consultant
TIAA
06.2021 - 05.2023
- Actively worked with 401k's, 401a's, 403b's, 457b's, and IRA's and ensured each client was adhering to the rules set by the employer and other governmental agencies.
- Established strong and positive working relationships within the organization to contribute to team success
- Consistently listened to client needs and goals, and referred to appropriate business partners to assist with financial objectives
- Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning
- Reviewed retirement accounts and educated clients on different options TIAA offers with pinpoint accuracy which enabled the client to make the best decision for themselves for retirement
Personal Banker
First Citizens Bank
02.2020 - 06.2021
- Partnered with loan, mortgage officers and financial advisors to provide clients with optimal financial solutions
- Analyzed customer credit data and other financial information to mention products that aligned with customer needs
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Dealt heavily with the business banking clients ensuring the appropriate opening of business accounts, business credit cards, and business loans
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
Education
Bachelor of Arts - Finance
University of Arizona Online
12-2025
Skills
- Microsoft Excel, Word, and Powerpoint
- Investment and Portfolio Management
- Relationship management
- Financial software
- Salesforce
- Team Management
Certification
- SIE
- Series 6
- Series 7
- Series 63
- Series 66
- Colorado Life Insurance/Variable Products
Timeline
Senior Premier Banker
Wells Fargo
09.2024 - Current
Advisor Services Consultant
TIAA
05.2023 - 09.2024
Financial Services Consultant
TIAA
06.2021 - 05.2023
Personal Banker
First Citizens Bank
02.2020 - 06.2021
Bachelor of Arts - Finance
University of Arizona Online
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