Aeon Financial
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. Our Culture and Values
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. Position Overview
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. Compensation and Growth Opportunity
Performance-based earnings and revenue 1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 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 Key Responsibilities
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 What Success Looks Like
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 Required Qualifications
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 background check Minimal travel may be required for client meetings and firm retreats This is an in-person role based in St. Louis, Missouri. Advisors routinely use standard office equipment including laptops, Zoom, smartphones, and related technology. If you are seeking a career that combines meaningful client impact, professional growth, and uncapped earning potential within a collaborative and entrepreneurial environment, we would welcome the opportunity to connect. About Northwestern Mutual
For over 165 years, NM has helped their clients spend their lives living through comprehensive and innovative financial planning. They combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Their tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. They lead with unmatched financial strength and give us access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, they value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our clients and communities, fostering an environment where all employees are welcomed, valued, and heard. Why Northwestern Mutual
Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Forbes’ Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality – Human Rights Campaign Corporate Equality Index (2023) Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development Referrals increase your chances of interviewing at Aeon Financial by 2x
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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. Our Culture and Values
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. Position Overview
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. Compensation and Growth Opportunity
Performance-based earnings and revenue 1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 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 Key Responsibilities
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 What Success Looks Like
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 Required Qualifications
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 background check Minimal travel may be required for client meetings and firm retreats This is an in-person role based in St. Louis, Missouri. Advisors routinely use standard office equipment including laptops, Zoom, smartphones, and related technology. If you are seeking a career that combines meaningful client impact, professional growth, and uncapped earning potential within a collaborative and entrepreneurial environment, we would welcome the opportunity to connect. About Northwestern Mutual
For over 165 years, NM has helped their clients spend their lives living through comprehensive and innovative financial planning. They combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Their tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. They lead with unmatched financial strength and give us access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, they value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our clients and communities, fostering an environment where all employees are welcomed, valued, and heard. Why Northwestern Mutual
Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Forbes’ Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality – Human Rights Campaign Corporate Equality Index (2023) Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development Referrals increase your chances of interviewing at Aeon Financial by 2x
#J-18808-Ljbffr