Financial Analyst
Created at: September 24, 2025 00:53
Company: PEAR Core Solutions, Inc.
Location: New York, NY, 10001
Job Description:
Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals. Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals. The key aspects of the Financial Analyst Role include; Serving as the primary administrator of all Opal Investment Models, including oversight, execution and tax loss harvesting. Serving as the pr…