Guidant Financial

This entry-level remote position serves as a ROBS Onboarding Specialist, supporting entrepreneurs in launching small businesses through financial guidance and administrative coordination. The role involves guiding clients through the rollover process, entity formation, and funding, while collaborating with third-party vendors to file necessary state and federal documents. Specialists are also responsible for generating accurate legal documents, assisting with bank account setup, and maintaining strong client relationships via phone and email. The position is fully remote, offering the flexibility to work from a home office in select states. The company emphasizes a supportive and inclusive culture focused on adaptability, connection, and excellence. Employees benefit from ongoing training, career pathing opportunities, and a collaborative environment where autonomy is encouraged. The role appeals to those passionate about helping others achieve their business dreams while working in a stable, mission-driven organization that values professional growth and work-life balance. View more

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for small businesses. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and administration software, and preparing government filings such as the IRS Form 5500. Specialists also communicate with clients to ensure timely information submission and educate them on plan requirements. The role is ideal for individuals with strong attention to detail and analytical skills who thrive in an autonomous environment. Guidant Financial offers a supportive culture focused on adaptability, connection, and excellence, with opportunities for professional growth through accelerated training and career development. The company is transitioning to an ESOP structure, fostering a sense of shared ownership and long-term prosperity among employees. Benefits include comprehensive health coverage, paid parental leave, a generous 401(k) match, and significant paid time off. The position requires a designated home office and reliable high-speed internet, allowing for a flexible work arrangement that empowers employees to make a meaningful impact on client success and their own career paths. View more

This entry-level remote position serves as a ROBS Onboarding Specialist, guiding entrepreneurs through the process of launching small businesses. The role involves managing the rollover process from entity formation to funding, generating legal documents, and coordinating with third-party vendors for state and federal filings. Specialists build rapport with clients via phone and email, assist with bank account setup, and collaborate with the sales team to provide updates. The position is fully remote, allowing employees to work from a home office with high-speed internet. The company emphasizes a supportive culture focused on adaptability, connection, and excellence, offering opportunities for career growth and internal promotion. Employees benefit from comprehensive health coverage, paid parental leave, a generous 401k match, and significant paid time off. The role is ideal for individuals with customer relations experience who are passionate about helping others achieve their business dreams in an autonomous, team-oriented environment. View more