Guidant Financial Group - Columbia, MO
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 contributing to 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 in the economy. 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, providing support from entity formation to funding. Building rapport with clients through phone and email communication will be essential, as you will need to work closely with third-party vendors to ensure timely filing of state and federal documents related to Corporate and 401(k) Plan EINs. You will also be responsible for generating legal documents with accuracy, preparing final Corporation and Plan documents, and collaborating with the Sales team to provide clients with process updates. Additionally, you will assist clients with bank account setup and explain 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 contribute to department and team projects while performing other duties as required. This position requires a proactive approach to problem-solving and a passion for delivering outstanding customer service, especially when navigating tough financial conversations. You will have the opportunity to work autonomously in a self-directed environment, creating an inclusive workplace where everyone feels a sense of belonging.