Financial Representative

About Aeon Financial

At Aeon Financial we believe wealth is more than a number, it’s a tool to help you live with purpose, freedom, and confidence. Our experienced St. Louis-based team specializes in thoughtful, comprehensive financial guidance for physicians, attorneys, high-income individuals, and families nationwide. Our approach is centered around our clients, their goals, their values, and their future. From investment management and retirement planning to estate strategies, tax efficiency, and risk management—we deliver integrated, long-term solutions designed to grow and protect our clients’ wealth through every stage of life.

Aeon Financial operates within the Northwestern Mutual framework, offering the strength, resources, stability and backing of a Fortune 110 company partnered with the flexibility, culture, and entrepreneurial mindset of a growing practice.

We pride ourselves on building lasting relationships, grounded in trust, transparency, and deep understanding. At Aeon Financial, you’re not just a statistic, you’re not just a number, you’re a partner in the mission to tailor solutions for timeless success.

• Faith
• Growth
• Grit
• Charisma

We are committed to fostering a workplace that supports innovation, professional development, and employee well-being. Advisors play an active role in shaping our culture and long-term success.

The Financial Representative plays a critical role in delivering comprehensive financial planning strategies while building long-term client relationships. This position blends comprehensive planning work with meaningful client interaction and business development.

Representatives will gradually build their own book of business, with a clearly defined path toward progression into a Financial Advisor role.

• Performance-based earnings and revenue 1:
• Average advisor annual earnings of $61K-$119K (based on  company average for representatives in the first 3 years)
• Top 25% advisor annual earnings of $137K-$250K (based on  company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

• Set meetings with potential clients and manage client relationships
• Gather and analyze client data across insurance, investments, estate planning, and tax planning
• Prepare meeting materials, reports, presentations, and follow-up action items
• Proactively communicate with clients to identify changes in their financial situation and adjust strategies as needed
• Collaborate with planning associates, client service associates, and the Home Office to ensure timely and accurate execution
• Participate in business development efforts and gradually build a personal book of business
• Maintain compliance with all regulatory requirements, firm policies, and industry standards
• Commit to ongoing professional development and leadership growth

• Strong alignment with the core values of Aeon Financial
• High level of client focus and professionalism
• Excellent verbal and written communication skills
• Strong attention to detail and organization
• Ability to collaborate effectively across teams and leadership levels
• High level of integrity, discretion, and accountability
• Self-motivated, goal-oriented, and solution-focused under pressure

• Foundational understanding of the value of proper financial planning principles
• Licensing required or willingness to obtain within a specified timeframe:
  • Life and Health insurance
  • FINRA Series 6 or Series 7
  • FINRA Series 63
• Excellent communication and critical thinking skills
• Must be at least 21 years of age
• Legally authorized to work in the United States
• Ability to pass a criminal…