Scott Tucker Solutions is more than a traditional financial advisory firm. We operate a growing education and media platform focused on helping individuals make better decisions about retirement, taxes, and estate planning.

Our outreach includes:

• A weekly radio show
• Educational retirement workshops
• Podcast and digital media content
• Online videos and educational resources
• Books and guides on retirement and estate planning
• Community events and client education programs

Team members may have the opportunity to support and participate in these initiatives.

Many financial services jobs focus primarily on product sales. That’s not how we operate.

Our firm is built around financial planning and long-term client relationships, not product-driven sales.

We believe the best advisors focus on education, thoughtful planning, and helping clients make informed decisions about retirement income, taxes, and estate planning.

Professionals who want to build deep client relationships and deliver meaningful financial advice tend to thrive here.

No two weeks are exactly the same, but most follow a rhythm focused on serving clients and improving our processes.

Early in the week, the team prepares for upcoming client meetings, reviews financial plans, and follows up on open action items.

Throughout the week, team members may participate in client consultations, retirement planning discussions, estate planning coordination, and internal planning sessions.

Some weeks also include preparation for client workshops, educational content, or community events.

The work is meaningful, fast-moving, and focused on helping clients make confident decisions about retirement, taxes, and estate planning.

The people who succeed at Scott Tucker Solutions tend to share several qualities.

They are self-starters who take ownership of their work and look for ways to improve the firm, the client experience, and themselves.

They are curious learners who want to deepen their knowledge of financial planning, retirement strategies, taxes, and estate planning.

They take pride in doing things the right way and understand that the advice we provide can affect a family’s financial future for decades.

Scott Tucker Solutions is not the right fit for everyone.

You should not apply if you are looking for a low-pressure environment where minimal effort is acceptable.

Our clients trust us with serious financial decisions, and that requires preparation, professionalism, and a strong work ethic.

We also expect team members to take ownership of their work, communicate clearly, and operate with integrity.

Not only do we pay well, but we offer our people these awesome goodies.

You get five weeks of paid time-off every year.

We believe people should have families, hobbies, vacations, and weekends that don’t involve checking email “just for a minute.”

We offer Roth 401(k)s with a 6% company match.

We don’t just talk about retirement planning — we help you build one.

We also provide a company-funded Cash Balance Plan.

You don’t contribute to it.

You don’t enroll in it.

The company funds it automatically.

Future-you is going to be very happy with present-you.

If you’re under age 50, you can contribute up to $24,500 per year, plus the 6% match.

If you’re age 50 to 59, or 64 and up, you can contribute up to $32,500 per year, plus the 6% match.

If you’re age 60 to 63, you can contribute up to $35,750 per year, plus the 6% match.

Life happens, and we want our team protected if it does.

Our disability coverage provides income protection if an illness or injury prevents you from working.

Short-term disability helps replace income during temporary medical leave, while long-term disability can provide extended income protection if a serious condition keeps you out of work for a longer period.

Your mental health matters just as much as your physical health.

That’s why we provide access to confidential therapy resources at no cost to employees. Whether you're navigating stress, personal challenges, or simply want someone to talk to, professional support is available.

We invest in people who want to grow.

Whether you’re pursuing industry licenses, professional designations, or expanding your financial planning expertise, the firm supports continuing education and professional development.

Integrity First

We do the right thing, even when it is harder.

Client Outcomes Matter

Everything we do is measured by whether it improves our clients’ financial outcomes.

Ownership Mentality

If you see a problem, fix it.

Continuous Improvement

Financial planning is always evolving, and so are we.

Respect for the Team

We treat each other with professionalism and respect.

Do I need prior financial industry experience?

Some roles require experience, while others focus on professionalism and willingness to learn.

Will the firm help with licensing?

Yes. For the right candidates, we support licensing and professional development.

Is this a sales job?

Our firm focuses on financial planning and long-term client relationships rather than transactional product sales.

We believe people who contribute to the success of the firm should share in that success.

Compensation may include salary, performance-based bonuses, and opportunities for advancement within the firm.

Team members who demonstrate strong performance and leadership may have opportunities to take on expanded responsibilities as the firm grows.

Scott Tucker Solutions is based in the Chicago area and serves clients throughout Illinois and across the country.

We are always interested in meeting professionals who want to build careers in financial planning, retirement income strategy, tax planning, and estate planning.