Aeon Financial · 1 week ago
Financial Representative
Greater St. Louis
Full-time
Onsite
New Grad, Entry Level
$137K/yr - $250K/yrAeon Financial is a company that specializes in comprehensive financial guidance for high-income individuals and families. The Financial Representative will deliver financial planning strategies while building long-term client relationships and gradually developing their own book of business.
Financial Services
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
Qualification
Required
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
Preferred
Bachelor's degree preferred
Benefits
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
Certified Financial Planner® licensing support
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
Company
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.
Founded in 2025St. Louis, MO, US
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase