More jobs:
Stock Broker
Job in
Lexington, Rockbridge County, Virginia, 24450, USA
Listed on 2026-07-28
Listing for:
Nancy Barron & Associates
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Company Description
Nancy Barron & Associates is a Lexington-based financial services firm focused on helping individuals and families build long-term financial security through personalized investment guidance. We have a teamwork approach to working with clients where we all work together on the entire book of business.
Role DescriptionThis is a salaried, full-time, on-site role based in downtown Lexington. You will work directly with clients to understand their financial objectives, recommend appropriate investment solutions, and execute trades in line with their risk tolerance and long-term plans.
Qualifications- Series 7/63 Preferred or willingness to obtain them within a defined time frame.
- Phone, communication, interpersonal, and client relationship skills
- High attention to detail and analytical thinking
- Ability to work on projects by yourself when required
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