Stock Broker Job at Nancy Barron & Associates, Lexington, KY

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  • Nancy Barron & Associates
  • Lexington, KY

Job Description

Job Description

Job Description

We are seeking a charismatic and licensed Series 7 Stock Broker to join our Financial Customer Service team. As a Stock Broker, your primary focus will be on building strong client relationships and delivering exceptional customer service. Our ideal candidate will be self-motivated, possess excellent communication skills, and contribute to our positive work environment.

Key Responsibilities:

  • Build and maintain strong client relationships by providing tailored financial advice and guidance.

  • Execute trades and manage client portfolios in accordance with individual investment goals and risk tolerance.

  • Monitor market trends, research investment opportunities, and present recommendations to clients.

  • Maintain a high level of industry knowledge and stay current on regulatory changes.

  • Collaborate with team members to provide comprehensive financial solutions for clients.

  • Continuously improve customer service skills and contribute to a positive work atmosphere.

Qualifications:

  • Current Series 7 license.

  • Minimum of 2 years of experience as a Stock Broker or in a related financial services role.

  • Excellent interpersonal and communication skills, with the ability to build rapport with clients.

  • Strong analytical and problem-solving skills.

  • Proven ability to work both independently and in a team environment.

  • Commitment to continuous learning and professional development.

  • Proficient in industry-standard software and technology.

Compensation:

  • Pay is negotiable and commensurate with experience and qualifications.

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