Guidant Financial Group - Tucson, AZ
posted about 2 months ago
As a ROBS Onboarding Specialist I at Guidant Financial, you will play a crucial role in helping entrepreneurs across the United States realize their dreams of starting their own businesses. This fully remote position allows you to work from home while being part of a growing and stable company that has already facilitated over $5 billion in funding, helping to launch more than 20,000 businesses and creating nearly 100,000 jobs. Your primary responsibility will be to guide clients through the rollover process, ensuring they understand business regulations, 401(k) plan adoption agreements, and the necessary steps to successfully launch their small businesses. In this role, you will directly interact with clients, building rapport through phone and email communications. You will assist them in navigating the complexities of the rollover process, from entity formation to funding. This includes working with third-party vendors to ensure timely filing of state and federal documents related to Corporate and 401(k) Plan EINs, generating legal documents with accuracy, and preparing final Corporation and Plan documents. Collaboration with the Sales team will also be essential, as you will provide updates on client processes and assist clients with setting up their bank accounts while explaining the company's products and services. Guidant Financial values adaptability, connection, and excellence, and as a member of the team, you will be expected to embody these values. You will contribute to department and team projects and perform other duties as required, all while maintaining a focus on delivering outstanding customer service and navigating tough financial conversations with a positive approach.