At Somnio Wealth, we empower people to "Dream Big, Plan Confidently." As a boutique financial advisory firm based in Louisville, KY, and proudly affiliated with LPL Financial, we provide fiduciary-level guidance to help clients work towards their financial dreams. Our team delivers comprehensive services - active wealth management, personalized financial planning, retirement strategies, tax planning, and more.

We’re growing our “Dream Team” and seeking passionate people who share our commitment to client success and ethical excellence. If you’re a motivated individual looking for a collaborative environment where you can thrive, innovate, and build a rewarding career, Somnio Wealth is the place for you. Join us and help turn dreams into reality.

We offer a supportive, dynamic workplace designed to help you succeed. Here's what sets us apart:

• Competitive Compensation and Incentives: Financial Advisors enjoy attractive commission structures, performance bonuses, and potential equity opportunities. We value your contributions and reward results, with transparent earning potential based on your client portfolio and growth. Our support team members enjoy competitive pay, mentorship programs, and opportunities to take on new responsibilities as you grow.
• Advanced Tools and Technology: Work smarter with cutting-edge platforms through our affiliation with LPL Financial, including robust CRM systems, financial planning software, and data analytics tools. All team members benefit from in-house resources such as marketing support, integrated tax planning tools, and collaboration with our partners at Somnio CPAs.
• Comprehensive Support Team: Financial Advisors can focus on serving clients while our operations, client service, and administrative professionals keep everything running smoothly. For admin team members, you’ll work closely with experienced leaders and specialists, making an impact across the firm.
• Professional Growth and Development: We invest in our people. Advisors receive mentorship from seasoned professionals, while administrative team members have access to training programs, cross-department collaboration, and career advancement opportunities.
• Work-Life Balance and Flexibility: We understand the importance of balance. Our culture supports flexible schedules, remote work options where appropriate, and respect for personal commitments.
• Collaborative Culture: Whether you’re meeting with clients or keeping our operations seamless, you’ll be part of a close-knit team that values integrity, innovation, and community involvement. We succeed together, and we celebrate together.

We're actively recruiting for the following roles. If you don't see a perfect fit, we still encourage you to reach out—we're always open to exceptional talent.

Responsibilities: Build and manage client relationships, develop personalized financial plans, provide investment advice, and collaborate on tax-efficient strategies. Coordinate with our team for holistic client service.

Qualifications: CFP® or similar certification preferred; 3+ years of experience in wealth management; strong communication skills and a client-first mindset.

What We Offer: Competitive payouts, transition support for your book of business, and access to our full suite of services.

Responsibilities: Support senior financial advisors in client meetings, research investment opportunities, and assist with plan implementation. Grow into a lead advisor role.

Qualifications: Bachelor's degree in finance or related field; entry-level or 1-2 years of experience; eagerness to learn and pursue certifications.

What We Offer: Mentorship program, paid training, and a clear path to advancement.

We’re excited to hear from you! Submit your resume and a brief cover letter outlining why you’d be a great fit for Somnio Wealth. Contact us at:

• Email: yourdreamteam@somniowealth.com
• Phone: (502) 453-7326
  

Or, fill out the form below to get started. We look forward to discussing how you can contribute to our mission and grow with us.