Guidant Financial Group - Wichita, KS
posted about 2 months ago
Guidant Financial is seeking a dedicated ROBS Onboarding Specialist I to join our remote team. This position is designed for individuals who are passionate about helping entrepreneurs realize their dreams of starting their own businesses. As a ROBS expert, you will play a crucial role in guiding clients through the complex processes involved in launching their small businesses, including understanding business regulations, 401(k) plan adoption agreements, and rollover processes. Our mission is to empower entrepreneurs by providing innovative funding solutions and leveraging the latest technology to support their business endeavors. In this role, you will be responsible for directing clients through all steps of the rollover process, from entity formation to funding. Building rapport with clients over the phone and through email is essential, as you will be their primary point of contact throughout the onboarding process. You will collaborate with third-party vendors to ensure the timely filing of state and federal documents related to Corporate and 401(k) Plan EINs, and you will generate legal documents with accuracy and detail. Additionally, you will prepare final Corporation and Plan documents, provide updates to the Sales team regarding client processes, assist clients with bank account setup, and explain the company’s products and services. At Guidant Financial, we value adaptability, connection, and excellence. We believe that when our employees feel empowered, they can make a significant impact on our clients and their careers. This position offers a unique opportunity to contribute to a growing company that has already put $5 billion of funding to use, helping to launch over 20,000 businesses and creating nearly 100,000 jobs in the economy. Join us in our bold vision to increase the number of successful small businesses across the country!