Opal Wealth Advisors Employee Directory
Opal Wealth Advisors corporate office is located in 2 Jericho Plz Ste 208, Jericho, New York, 11753, United States and has 1-10 employees.
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Employees by Department
Departments
Number of employees
Finance
10
Sales
6
Legal
1
Operations
1
Marketing
1
Key Employees of Opal Wealth Advisors
Opal Wealth Advisors Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from Opal Wealth Advisors
- Client Service Associate
- United States , New York , Jericho
- Relationship Manager
- United States , New York , Jericho
- Financial Advisor
- United States , New York , Jericho
- Investment Operations Analyst
- United States , New York , Jericho
- Financial Advisor
- United States , New York , Jericho
- Chief Compliance Officer
- United States , New York , Jericho
- Client Service Associate
- United States , New York , Jericho
- Financial Advisor
- United States , New York , Jericho
- Financial Advisor & Principal & Speaker
- United States , New York , Jericho
- Client Service Associate
- United States , New York , Jericho
- Manager, Service Team
- United States , New York , Jericho
- Financial Advisor
- United States , New York , Jericho
- Financial Associate & Advisor
- United States , New York , Jericho
- Chief Growth Officer
- United States , New York , Jericho
- Financial Advisor
- United States , New York , Jericho
- Relationship Manager
- United States , New York , Jericho
Former Employees at Opal Wealth Advisors
Explore people who held key positions, contributed to Opal Wealth Advisors's success, and advanced their careers.
Sales Representative at Empire Merchants
Worked as Operations Intern
at Opal Wealth Advisors (2021-2022)
Junior Research Analys... at Proficio Capital Partn...
Worked as Wealth Management Intern
at Opal Wealth Advisors (2023-2023)
Equity Analyst at Systematic Financial M...
Worked as Wealth Management Intern
at Opal Wealth Advisors (2022-2022)
Financial Planner at Weber Asset Management
Worked as Financial Advisor
at Opal Wealth Advisors (2024-2024)
Operations Associate at Morgan Stanley
Worked as Operations Intern
at Opal Wealth Advisors (2021-2021)
Explore More
People from Similar Companies in the Finance Industry Located in New York, United States
Frequently Asked Questions Regarding Opal Wealth Advisors Employees
Opal Wealth Advisors offers personalized financial guidance to help clients take control of their finances, design their ideal retirement, and achieve their financial goals. They provide tailored services for pre-retirees, women, and entrepreneurs through their OPAL+ program. The firm emphasizes simplifying financial complexities and delivering per... Read More
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