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Discover Something Special at OppenheimerReimagine Your Business

Thank You for Considering Oppenheimer

We recognize your experience and your professionalism, applaud your success, and appreciate that you have many options available. 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.

Chairman & CEOBud Lowenthal

With over 30 years of service to Oppenheimer, I am filled with lasting respect for what you do for clients. If you make the decision to join our firm, I will be committed to your success. You will have access to me and my entire management team – simply pick up the phone. We are readily available to take your call, and help you grow both professionally, and personally.

Our size, culture, and teamwork make this a great place to be a financial professional. Your value and success will not be determined by the types of clients you serve or the size of your business, but by your hard work and effective use of the extensive capabilities we have to offer. Here at Oppenheimer, you will have the flexibility to leverage the firm's resources to meet the different needs of your clients.

Head of Private Client DivisionEd Harrington

We are extremely proud of our advisor and client-centric culture, which has been part of our make-up for 140 years. Our culture and core values are the most important and enduring strengths of the firm. In every one of our 90 offices across the country, you will find a commitment to doing not only what is right for our clients, but endless support for all team members both inside and out of the office.

Financial professionals are the number one focus of Oppenheimer’s business. We understand that their success is the firms’ success. Our time, attention, and resources are invested in them, and in helping their clients reach their financial goals.

Advisor Talk: Radical Transparency

Hear from Ed Harrington, Head of Oppenheimer’s Private Client Division in conversation with Frank LaRosa on the Advisor Talk podcast. Together they discuss Oppenheimer’s resources and technology, attracting and maintaining top talent, and so much more.

Watch the video

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.

Explore Opportunities

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

Discover The Oppenheimer Difference

Advisory, transactional, or a combination of both: your business model is supported at Oppenheimer.

See the Options

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

Learn More

Oppenheimer financial professionals are recognized with several awards and programs each year for their experience, outstanding service to clients, and for being the best in the industry.

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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.

Let’s Talk Compensation

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.

Meet the Team

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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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