Enter a job title or keyword

Director of First Impressions Loveland, CO

Advisor Talent Solutions

Job Location:

Loveland, CO - USA

Yearly Salary: USD 45000 - 60000

Posted: 21 August 2026 (30+ days ago)

Application Deadline: 3 January 2027

Vacancies: 1 Vacancy

Job Summary

Position: Director of First Impressions

Firm: Layman Lewis Financial Group

Location: Loveland CO

Overview:

At Layman Lewis Financial Group we believe exceptional client experiences do not happen by accident. They are created through precision proactive service meaningful relationships and a commitment to excellence.

As our firm continues to grow we are seeking aDirector of First Impressions to join our team in Loveland Colorado. In this role youll become the first smiling face clients to see when they walk through our doors and the reassuring voice they hear when they call. The Director of First Impressions plays a vital role in creating the warm professional atmosphere that defines Layman Lewis Financial Group. Working alongside a collaborative team youll keep our office running smoothly while ensuring every client guest and teammate experiences white-glove service.

What Youll Do:

Welcome clients and visitors with professionalism and warmth
Answer and direct incoming phone calls
Monitor and distribute incoming office emails
Prepare conference rooms and Advisor offices for client meetings
Receive sort and distribute incoming and outgoing mail and deliveries
Process outgoing mail and packages
Prepare and send appointment confirmation letters and packets
Maintain an organized welcoming reception area
Offer beverages and hospitality to clients and guests
Maintain the firms CRM system through accurate data entry and database management
Monitor inventory of client beverages and snacks
Communicate office and hospitality supplies needs
Maintain office organization and appearance
Assist with special projects and team initiatives
Monitor inventory of office supplies
Participate in weekly staff meetings
Assist with company events and client appreciation activities
Support advisors and staff with administrative tasks as needed

What Were Looking For:

High School Diploma
1 years of experience working in a professional office and fast-paced environment
Demonstratesstrongproficiency and confidence working across various platforms and operating systems
Possesses exceptional organizational skills efficiently handling multiple requests while prioritizing time-sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Collaborative team player willing to assist others
Excellent communication; written and verbal
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters
Thrive in a time sensitive environment and adaptable to changes without affecting the quality of work

Bonus Points:

Experience with CRM (Customer Relationship Management) system is a plus

What Youll Get:

Pay & Perks:

$45k - $60k/year based on experience
401(k) with company match
Medical insurance
Dental insurance
Vision insurance
Paid Time Off
Firm supports continuous learning and development

Schedule:

Monday 9:00 3:30 p.m.
Tuesday Thursday 8:30 a.m. 5:30 p.m.
Friday 8:30 a.m. - 1:30 p.m.

This role is considered full time

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Director

Apply Now