Financial Professionals

The Future is Yours to Define Next-Gen Advisors

Build a Career—and a Business—That’s Yours.

The next generation of Financial Advisors is already shaping the future of wealth management—building substantial businesses, introducing new ideas, and finding new ways to serve an evolving generation of clients.

At Oppenheimer, we believe talented advisors should have the opportunity to do more than advance their careers. They should be empowered to grow as business owners, strengthen their professional networks, challenge conventional thinking, and help shape the future of their firm.

Whether you are building your practice, preparing to lead a team, or considering your next career move, Oppenheimer offers the relationships, resources, and support to help you define what comes next.

In Their Own Words

Four Advisors. Four Paths. One Oppenheimer.

There is no single way to build a successful advisory business. Meet four next-generation Financial Advisors who are growing distinctive practices, deepening their client relationships, and creating careers that reflect their individual ambitions.

Hear what they have found at Oppenheimer—and what they believe other advisors can build here.

Professional Development

Next-Gen Peer-to-Peer Forum

Oppenheimer’s annual Next-Gen Peer-to-Peer Forum gives emerging leaders a place to connect, speak candidly, and learn directly from one another.

Now in its fifth year, the Forum recently brought approximately 60 Financial Advisors from across the country to New York City. Collectively, the participating advisors represent approximately $7.2 billion in client assets and $41 million in annual revenue.

The conversations are driven by the advisors themselves and focus on the decisions shaping their businesses and the future of wealth management. Topics include building scalable practices, developing effective teams, using artificial intelligence and other technologies to improve efficiency, differentiating investment advice, and preparing to meet the expectations of future generations of clients.

The Forum reflects Oppenheimer’s broader commitment to helping emerging advisors develop the skills, relationships, and perspectives required to build successful careers and businesses designed to endure.

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2026 Next-Gen Forum

Inside the Forum

See how Oppenheimer advisors come together to share perspectives, challenge conventional thinking, and build relationships across the firm.

Let's Talk Your Future

Your drive to succeed, eagerness to take on challenges, and openness to collaborating with our diverse colleagues in the pursuit of excellence can make Oppenheimer the right place for you.

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.

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We believe that you will discover something special about Oppenheimer. Read what the Chairman and Head of Private Client Division have to say to our recruits.

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We provide the support, guidance, and service you need at every stage of the transition process.

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Whether you are building your practice, preparing to lead a team, or considering your next career move, Oppenheimer offers the relationships, resources, and support to help you define what comes next.

We believe that you will discover something special about Oppenheimer, and find it is a unique platform to serve clients and grow your business.

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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.

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With expertise spanning many disciplines – from hedge funds to mutual funds, from domestic investments to offshore opportunities – we have the experience and training to address complex investment strategies and help move your clients closer to their financial goals.

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For Recent Graduates and Early-Career Professionals

Oppenheimer’s Financial Advisor Training Program gives motivated professionals at the beginning of their careers the foundation to become successful Financial Advisors.

Participants receive licensing preparation, structured virtual and in-person training, practical experience within a local branch, and guidance from experienced advisors and mentors. The program introduces participants to client service, business development, investment solutions, and the fundamentals of building an advisory practice.

It is more than preparation for a first role. It is the beginning of a long-term career with opportunities to learn, build relationships, serve clients, and grow into the next generation of leaders at Oppenheimer.


Our Culture
Private Client Division
The most important investment we can make is in our people. The firms that endure are those that develop talent, not simply acquire it.
Ed Harrington
Executive Vice President and Head of Oppenheimer’s Private Client Division

Invested in Your Growth.

The next generation of advisors will shape the future of our firm and the future of our clients. Oppenheimer is committed to creating opportunities for emerging talent to learn, lead, and build for the long term.

Connect with advisors from across the country to exchange ideas, challenge conventional thinking, and learn from one another’s experiences.

Build relationships with senior leaders, experienced advisors, and specialists who are willing to share their knowledge and support your development.

Explore opportunities to join established teams, participate in succession plans, develop specialized businesses, and expand your client relationships.

Strengthen the leadership, technology, team-building, and business-development skills needed to build a scalable and sustainable business.

What Could You Build at Oppenheimer?

Every advisor’s path is different. At Oppenheimer, you will find the freedom to make yours your own—supported by a firm that knows you, values your perspective, and is invested in what you want to build next.

Your business. Your clients. Your next chapter.

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