More jobs:
Investment Product Specialist; Alternatives
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-03-14
Listing for:
AlphaCore Wealth Advisory LLC
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading wealth advisory firm is seeking an Investment Product Specialist to support the adoption of investment solutions. This role involves educating financial advisors, engaging with clients, and preparing research and reports. The ideal candidate will have 3-5 years of investment experience and a bachelor's degree or MBA. Strong communication and interpersonal skills are essential. Opportunities for professional development and a competitive salary package are offered.
The position is in-office based in Bethesda, Maryland.
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