Investment Advisor Representative

The Senior Payroll Specialist is responsible for the administration and processing of payroll for clients.  This position will add new hires, update current employees and process terminated employee as part of the payroll process as well as prepare payroll related reports.  They have the ability to work with clients with more complex accounting and payroll needs. Works closely with assigned clients to assess general payroll Prepares reports, returns, and other documents as required, including payroll reports, year-end tax forms, and other reports required by clients Administers and processes payroll for clients, including updating payroll systems with new and terminated employee information, pay rates and deductions; collecting, reviewing and verifying time sheets; processing and completing the payroll cycle, direct deposit input; preparing payroll tax deposits and other payroll reports as required; and issuing W2s In-house payroll processing and download/filing of payroll returns New hire setup and communications Coordination with client support for payroll agency correspondence matters Garnishment, benefit plan obligations and other required reporting to Accounts Payable Download of payroll transactions if processed by 3rd party Assists with training new employees in the accounting services department Requirements Associate’s Degree in Accounting or equivalent work experience required 5+ years of payroll experience required Understanding of payroll laws and guidelines Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Role Description: An Accounting Coordinator at Status Solutions is responsible for assisting with financial transactions to help improve day to day operations. This team member possesses an entrepreneurial mindset while collaboratively working with other team members to develop accounting policies and procedures, streamline efficiencies, and promote a culture of growth. We are looking for a high-organized and detail-oriented Accounting Coordinator to support our finance department.  Responsibilities: Maintain financial accuracy in all areas of finance for Status Solutions, LLC. Perform financial activities such as entering accounts payable invoices, collections, and other related duties as needed. Assist with payroll processing and HR functions. Assist with month end account reconciliations. Research and resolve discrepancies in a timely fashion. Maintain accurate and up-to-date financial records and general ledger entries. Prepare financial reports by collecting, analyzing, and summarizing accounting information. Reconcile records with internal company records and external vendors and/or customers. Manage customer relationships by working to resolve any discrepancies or questions. Collaborate with other department to resolve discrepancies and improve processes. Supports in compilation of periodic and annual budget information. Maintaining confidentiality of all financial data at the highest regard. Continual focus on creating an environment that promotes the overall growth of Status Solutions and Status Solutions Network.   Requirements Associate degree in Finance, Accounting, or related field preferred.  1-3 years minimum of experience in accounting related field. Moderate knowledge of accounting principles and processes. Proficient in accounting software and MS Office Suite, particularly Excel. Proven ability to proactively determine priorities and continuously meet deadlines. Ability to maintain confidentiality. Excellent verbal and written communication skills Strong attention to detail with good analytical skills. Handles unexpected situations in the workplace and can solve problems as they arise. Benefits Starting Annual Salary: $50-$62K, based on experience. Full-time position Eligibility for quarterly company bonus pool Company-paid employee medical, dental, and life/AD&D insurance Generous paid-time off policy Ten paid company holidays 401(k) match starting six months after start date

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!

Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry. Essential Functions and Responsibilities: Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting Provide exceptional ongoing account management to existing clients to ensure their financial success Complete client fact finders and update financial plans. Use Redtail CRM to effectively manage both client and prospect workflow Communicate client requests to the Financial Advisor. Deepen client relationships and establish credibility and rapport both in-person and via phone Identify potential benefits and services to enhance customer’s financial relationships. Contact new/existing customers to discuss how specific investments and services can meet their needs. Prepare sales presentations/proposals to explain investments and services to a potential client. Complete expense reports, sales reports, (including referrals) and other paperwork. Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations. Attend weekly sales meeting and other meetings as required depending on position and need. Manage multiple and competing priorities on a daily basis in pursuit of business objectives. Qualification Requirements 2+ years of proven success in business development and sales. Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment. Strong verbal and written communication and presentation skills Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software Ability to manage, set and meet deadlines and to operate with a sense of urgency. Excellent organizational and multitasking skills. Exceptional problem-solving skills and attention to detail. High level of professionalism with strong customer service skills. Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration Series 7 required. Series 65/ 66 preferred. Education / Experience Bachelor’s degree preferred but not Required. Business related major a plus. Previous experience in the independent financial services firm a plus. Military experience a plus and encouraged to apply Management experience a plus Family business background a plus

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