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Explore Advisor Opportunities at OppenheimerLet's Talk Your Future

Our Business is Your Business

Oppenheimer is more than just another wealth management firm. The professionals who join us are a part of a distinct culture that helps them and their clients succeed. We have a singular focus on helping our professionals create positive client outcomes for families, high-net-worth individuals, corporate executives, guardians and trustees, foundations, pension plans, corporations, institutions, and other highly specialized clients.

six pillars to the Oppenheimer culture
six pillars to the Oppenheimer culture

At Oppenheimer, you will find these attributes, and so much more. We pride ourselves on being a close-knit organization with core values such as inclusivity, authenticity, and most importantly, treating each other with respect and kindness.

Serve Your Clients Your Way

At Oppenheimer, you will have the freedom and professional support to run your business in a way that fits your skills and the needs of your clients. To help you serve your clients, we offer easy access to management and experienced product professionals along with a full array of wealth management strategies and a powerful technology platform. At Oppenheimer, every client and every Financial Advisor matters.

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Direct Access and Insight

Our financial professionals find that outstanding thought leadership from our expert analysts, or strategic advice from firm and product teams are just a click or a phone call away.

How is this possible? At Oppenheimer, we provide an easy avenue to intellectual capital from all areas of the firm. We believe in full access for all employees – at the home office, and in every branch and office around the world.

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Full Range of Capabilities

You and your clients have the full support of Wealth Management Services that provide comprehensive and objective financial guidance through all market environments. Additionally, you will have streamlined access to the firm’s renowned intellectual capital from the Equity Research, Fixed Income, and Investment Banking teams that include tenured industry experts. Working collaboratively with our institutional businesses, you are able to capitalize on emerging industry trends, and offer an unmatched level of service to your clients.

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A Unique Approach

We offer an entrepreneurial mindset that let’s you manage your practice as you see fit. At Oppenheimer, we have an advisor-centric approach where the firm supports your client relationships and does not get in the middle of them.

As a close-knit organization, our advisors often think of the entire organization as connected – as a larger team or family.

The Oppenheimer Difference

We recognize your experience and your professionalism, applaud your success, and appreciate that you have many career options. As you explore different firms, we believe that you will discover something special about Oppenheimer, and find it is a unique platform to serve clients and grow your business.

Reasons to Join Us Reasons to Join Oppenheimer

Business Model OptionsAdvisory, Transactional, or a Combination of Both

Your Business Model is Supported at Oppenheimer.

Our business models give you the freedom to grow with your vision and your clients’ goals in mind. Regardless of your business model, Oppenheimer provides a full range of investment brokerage capabilities, advisory programs, or a mix of both.

We believe in independent thinking that leads to innovative financial solutions. We will work with you to do what is right for your clients.

Learn more about your options

Your Business Advocate

Traditionally, changing firms has been a major undertaking. We provide the support, guidance, and service you need at every stage of the transition process—from before you move to Oppenheimer, as you’re onboarding, and well after you’ve joined.

Learn more Your Business Advocate
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Transition Services

We have created the Advisor Concierge Transition (ACT) Program—an innovative way to help ease and guide you through the transition process.

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Unlimited Support

We approach your business as an advocate who works with you on addressing the complexities you face when managing your clients’ wealth.

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Tools & Technology

Oppenheimer’s technology team provides you with advanced capabilities to successfully manage your client relationships, and to help you run your business more efficiently.

What Comes Next?

partnering to build your practice, plan your legacy, and prepare for retirement
partnering to build your practice, plan your legacy, and prepare for retirement

Stable, Reliable, and ConsistentLet's Talk Compensation

Are You Compensated Appropriately for the Value You Bring? You Should Be.

As you consider changing firms, we’re sure you have a lot of questions about compensation. To help guide you, we’ve compiled a list of 5 key compensation-related questions to consider as you decide on the firm that is right for you.

View Questions

A Culture to Succeed

Contact Us!

As we look ahead, we are hopeful that you continue to consider moving your business to Oppenheimer, and we believe you will discover exciting opportunities here.

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