Discover Oppenheimer Reasons to Join
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.
Key Features
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A Unique Approach
We offer an entrepreneurial mindset to run your practice like an owner. At Oppenheimer, we have an advisor-centric approach where the firm does not get in the middle of your relationship with clients. As a close-knit organization our advisors often think of the entire organization as connected – as a larger team or family. -
Full Range of Capabilities
We offer a full range of products and services that help you address your clients’ complex financial needs. You will have access to the firm’s renowned intellectual capital from Equity Research, Fixed Income, and Investment Banking team that includes tenured professionals with vast experience and knowledge across all sectors.
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Unrestricted Access & Insight
Unlike other firms that have layers of management and bureaucracy, we provide the ease of access to intellectual capital from all areas of the firm. Oppenheimer doesn’t get caught up in hierarchies and believes in full access for all employees – at the home office, and in every branch around the world. -
Advanced Tools & Technology
From our AdvisorWorks dashboard to our alternative investments platform to compliance readiness, we are focused on delivering tools for today and a roadmap of innovations for tomorrow – enhancements to improve our clients’ onboarding experience powered by InvestCloud and designing a new Client Access app to meet the needs of our mobile users.
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Unlimited Support
Oppenheimer provides the best possible practice management, transaction processing, compliance, custody services, and marketing support to make life easier for you, and by extension, your clients. We are dedicated to support your growth and success with regularly hosted teach-ins, hands-on training/workshops, and insightful panel discussions throughout the year. -
Asset Management
The Oppenheimer Asset Management group operates within the Private Client Division, with a strong 10:1 advisor staff ratio, to ensure daily collaboration that prioritizes the best interests and financial goals of end clients in all that we do. Our advisors 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.
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.
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.
Advisory, transactional, or a combination of both: your business model is supported at Oppenheimer.
We provide the support, guidance, and service you need at every stage of the transition process.
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.
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.
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.
Your Financial Management Success
We are a unique culture of hands-on investment advisor support that's united by a common goal of growing client futures through exceptional investment acumen, innovative thinking, and an unrelenting commitment to supporting your financial management success. If you think the way we do, let's join forces and succeed together.
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