Director of First Impressions
📋 Role Overview & Responsibilities
Dream Big, Plan Confidently.
Somnio Wealth and Somnio CPAs are two affiliated companies that provide wealth and accounting services. We are dedicated to helping our clients pursue their financial dreams of the future. Our wealth management practice was founded in 2013 with the core belief that the American Dream is alive and well. Our purpose is to help clients feel confident, connected, and in control of their financial life.
Somnio is looking for a full-time Director of First Impressions to add to our team. The Director of First Impressions would assist Financial Advisors, CPAs, and team members with the following projects:Schedule client appointments and prepare agendas and forms for appointments.Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.Conduct client appointment reminder calls and check-in calls on follow up items.Assist the team with various projects.Perform other allowable duties as assigned by the Financial Advisors, CPAs, and other team members.Assist with social media management.
Requirements:High school diploma or equivalentProven administrative experienceExcellent time management and organizational skillsA good attitude and willingness/eagerness to work
Schedule: Full-time
Benefits:Group health employer pays 50% of employee’s premium.Discounted brokerage/advisory servicesShort term disability and group life insurance providedOption to purchase long term disability401k match at 4% of compensation (100% of the first 3% of compensation 50% of the next 2%)
Perks:We do not track vacation or personal days off when work is being completedComplementary Financial PlanningIn-Office Gym2022 and 2023 Louisville’s Best Place to Work
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Louisville, KY with potential relocation and sponsorship assistance depending on candidate qualifications.
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