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Financial Advisor – Investments & Client Relations
Job in
Lexington, Rockbridge County, Virginia, 24450, USA
Listed on 2026-07-27
Listing for:
Nancy Barron & Associates
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Nancy Barron & Associates in Lexington, VA is seeking a salaried, full-time financial advisor to work on-site. You will meet with clients to understand financial objectives, recommend investment solutions, and execute trades aligned with risk tolerance and long-term plans.
This role emphasizes strong communication, attention to detail, and the ability to manage client relationships, often handling multiple cases with a team-driven approach in a small firm setting.
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