Skip to Main
abstract background

The Support, Guidance, and Service You NeedYour Business Advocate

With You Every Step of the Way

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. Our goal is to help you make a seamless transition and start serving clients from day one. Often, we find, joining Oppenheimer creates an excellent opportunity to re-engage existing and prospective clients.

transition services from pre-hire to post-hire
transition services from pre-hire to post-hire

Post-Hire Resources

Post-hire Integration Strategy Meeting

After your first three months, you will be invited back to New York to take a deeper look at the products and services available on the Oppenheimer platform. You will have the opportunity to meet the Home Office team members with whom you will be working, and to share ideas and best practices with other advisors who are in the same stage of transition.

Dedicated Business Development Representatives

Both internal (NY based) and external (available for training at your local office) representatives are available to discuss how we can continue to help you and your practice grow through:

  • Coaching and consulting platforms
  • Advisory Platforms
  • Money Guide Pro support
  • Advisor Newsletter Service
  • And many other available productivity tools
support team reviewing documents

Unlimited Support

Oppenheimer provides the best possible practice management, transaction processing, compliance, and custody services to make life easier for you, and by extension, your clients.

From operations to legal and compliance, we approach your business as an advocate who works with you on addressing the complexities you face when managing your clients’ wealth.

Your business is also your brand. Our in-house marketing team has the tools and resources you need to enhance your digital and social media presence.

person swiping on tablet

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. We are improving our clients’ digital onboarding experience with a new prospect portal, and redesigning the Client Access app to meet the needs of our mobile users.

Oppenheimer’s technology team will provide you with a full list of advanced capabilities to successfully manage your client relationships, and to help you run your business more efficiently. AdvisorWorks is one of our many comprehensive advisor platforms designed with you in mind, and is continuously improved based on advisor feedback.

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. Read what the Chairman and Head of Private Client Division have to say to our recruits.

Read the Letter

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

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.

Learn More

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

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.

Find a Branch Find a Branch