Scott Tucker Solutions, Inc. ยท 5 hours ago
Associate Financial Advisor
Chicago, IL
Full-time
Onsite
New Grad, Entry LevelScott Tucker Solutions, Inc. has been assisting individuals and families throughout Chicagoland in pursuing their financial goals since 1998. The Associate Financial Advisor will work closely with clients to support financial planning and develop strategies for retirement planning and investment management.
Financial ServicesProfessional ServicesWealth Management
Hiring Manager
Scott Tucker
Responsibilities
Work closely with clients to support financial planning
Analyze financial data
Help individuals design strategies for retirement planning and investment management
Assist in the development of comprehensive financial strategies
Meet with clients
Present tailored financial advice
Maintain ongoing client relationships to ensure their financial goals are met with continuous support
Qualification
Required
Proficiency in Financial Planning, Retirement Planning, and Financial Advisory
Strong knowledge of Finance and Investments
Excellent communication and interpersonal skills to build and sustain client relationships
Ability to analyze financial situations and develop personalized strategies
Detail-oriented with strong organizational skills and the ability to handle confidential information
Bachelor's degree in Finance, Economics, or a related field
Preferred
Financial services certifications (e.g., CFP, CFA) are a plus
Company
Scott Tucker Solutions, Inc.
Since 1998, Scott Tucker has been working with friends and neighbors throughout Chicagoland to help them work toward their financial goals.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Scott Tucker
President & Founder
Company data provided by crunchbase