Regulatory Reporting - Financial Specialist

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

READY TO LEARN A NEW TRADE? We are offering Tax Preparation Training Classes designed to give you the knowledge and skills to launch a career in the tax industry. What you’ll get: ✅ Step-by-step instruction from experienced professionals ✅ Hands-on training in real-world tax preparation ✅ Affordable tuition ✅ No prior experience required Career Opportunity: Students who successfully complete the program will have the opportunity to be considered for a paid position with our company during the upcoming tax season. This is your chance to learn AND earn! small fee for books Class Schedule: Mondays & Wednesdays: 6PM – 9PM Tuesdays & Thursdays: 10AM – 1PM Course Dates: November 3 – December 12, 2025 Location: 6744 W Glendale Ave, Glendale, AZ 85303 Contact Us to Enroll Today! (623) 931-2006 ⚡ Don’t miss this opportunity to learn a valuable trade AND start a career. Spaces are limited — reserve your spot now!

Our partner is a fast-paced, full-service financial firm specializing in retirement planning. Recognized nationally for its consistent growth and client service excellence, the organization operates multiple offices across Utah, Idaho, and Washington. They are currently seeking a full-time Investment Advisor Representative for their Kirkland or Lynwood, WA office. This is a fully on-site role; relocation is required and supported through a relocation allowance. Responsibilities Prepare, present, and implement customized retirement strategies Guide clients through financial solutions including annuities, life insurance, long-term care options, and managed investment portfolios Offer financial planning advice across investment, insurance, and retirement topics Establish, manage, and retain client relationships Achieve individual and team goals by following established processes Participate in public financial seminars and deliver presentations Attend weekly team meetings virtually via Zoom Requirements Minimum Qualifications: Bachelor’s Degree 5+ years of experience in financial services Proficient in Excel, Microsoft Word, and database tools; familiarity with both Windows and Mac OS State Insurance License (Required) Series 65 License (or Series 7/66 combination) (Required) Knowledge of the financial services industry Ideal Candidate Attributes: Strong sense of accountability and ownership over outcomes Takes initiative and demonstrates problem-solving ability Committed to continuous improvement in both personal and professional development Receptive to constructive feedback and team collaboration Goal-oriented with performance tracking practices Persistent and results-driven Ability to follow proven processes effectively Skilled in persuasive communication and consultative sales Highly organized with strong time management and prioritization skills Strong interpersonal and collaborative skills Excellent verbal and written communication abilities Strong analytical and mathematical proficiency Benefits Base Salary: $75,000 – $90,000 Commission Structure: 10% commission in year one Option to shift to 25% commission based on performance Up to 30% commission in future years Quarterly and annual incentive programs Additional Benefits: Health Insurance 401(k) with employer match Licensing fee reimbursement Relocation allowance Paid Time Off: 10 company holidays 30 vacation days

Bookkeeper needed to support an automobile service business. Microsoft Office and QuickBooks knowledge a must. This is a full time, onsite position. Responsibilities also include greeting customers and answering phones. Please forward resume for consideration. Compensation based on experience.

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

(Read the entire post - link to interview below) Do you….. **Need to financially support your family or generate income for the things you love to do? **Know you're made for more and want to take control of your life? **Do you want freedom and time flexibility? **Are you ready to build an Empire of your own, rather than work to build someone else's dreams? **Do you want to work for a tight-knit team where you’re part of the family, not just a part in a machine? (If you answered YES to any of those questions, keep reading...I promise this is real - lol, interview with us will prove that) ⬇️⬇️⬇️ Start a career in financial services, one of the most stable and lucrative industries in the world. We are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are ready to learn the business, work hard, have fun, and finally earn what you’re worth. Work remote from anywhere, part time or full time, set your own schedule, build your own agency, no limits on your income. No experience necessary. No cold calling. This is a 1099 independently contracted commission selling position. You will be selling life insurance ONLY to people who have already reached out and asked for someone to help them with life insurance. Check out this 2 minute video about Symmetry Financial Group: https://sfglife.wistia.com/medias/jtdq52cwj8 ➡️ Part-Time workers = 15-20 hours per week and can earn $2,000-$6,000+ per month. ➡️ Full-Time workers = 35-45 hours per week and can earn $6,000-$12,000+ per month. ⚡ Highlights ⚡ ⚠️ NO cold calling, and NO bugging friends and family to buy from you (The leads we work are HOT 🔥) ⚠️ NO network marketing or MLM ⚠️ NO membership fees, dues, franchise fees, etc. ⚠️ NO sales quotas, no condescending bosses, no sleazy sales tactics, no neckties (unless that's your thing) -------------------- ✅ Hands-on training and mentoring from me and our team of very successful agents ✅ Be part of a vibrant, growth-oriented, successful team ✅ We provide you people to talk to who already asked for help with life insurance ✅ Commissions paid out daily directly to you by our insurance carriers ✅ Remote work and in-person training opportunities available ✅ Earn a raise every 2 months or LESS ✅ Health insurance available ✅ Take part and earn equity in the company ✅ Major opportunities to own your own agency (only if desired, not required) ✅ Earn bonuses, get lots of personal recognition, win/earn amazing trips to 5-star resorts all across the world ******************************** Some of our successful team members include... 👷‍♂️--A former Trade Worker (19 Y/O) who recently earned several thousand dollars AND a $1,800 bonus in his first full month 🦷--A former dental hygienist and single mom of two kids who now works from home full time and in her first year replaced a $90k a year income 👨‍🏫--A former Customer Service Rep, single mom of two, who was capped out on pay from her w2, was never gonna get a raise again, since joining symmetry she has been able to unleash her full potential, and due to uncapped pay she was able to triple her previous income. 🍺--A former bartender and musician who now works remotely, travels, and earns over $10k per month ⚕️--A former Pharmacy Tech who quit nursing school to pursue her passion of financial and time freedom who is now creating a massive agency to leave behind for her kids. 🏡--A former W-2 Sales Rep, long hours, for a boss he hated, bad pay, no control, since coming onboard he has been able to increase his income substantially, and is loving all the support in our company. ******************************** ❌ This is NOT for you if: ❌ **You're not willing to spend a couple hundred on an insurance license **You want the W-2 life and an hourly wage or salary **You’re looking for a get rich quick scheme **You don’t care about other people or you’re willing to do anything, even unethical things, to get what you want ✔️This MAY be a good fit for you if:✔️ **You have a desire to create a life worth living for yourself and those around you **Already have your insurance license or willing to get one **You are Coachable, Hard Working, Honest, and a Team Player **You have the self-discipline and integrity to put in the work needed without someone watching over you. **You’re a high character person who cares about others and likes to do the right thing **Money isn’t the end game for you, it’s just a means to freedom, helping others, and building a great life for you and your loved ones --------------------------- 📝 HOW TO APPLY Text for appointment- 707-484-1506 -Gina