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      Osaic

      Engaged employer

      Osaic reviews

      Challenging but hopeful - Supervisor Osaic Employee Review

      3.0
      Apr 3, 2019
      Supervisor
      Recommend
      CEO approval
      Business outlook

      Pros

      PTO: 4 weeks + 5 sick days Average medical/dental/vision Generous Annual bonus - for ALL full time employees at any level. License not required but will pay for you to obtain multiple licenses. Constant growth. Opportunity to expand your knowledge and stretch your skill set. Friendly, hard working people.

      Cons

      Training might be the most lacking, inconsistent, non-existent in my 30 years of professional experience. This includes competitors as well as different industries. Departments do NOT work together. I’ve never seen anything like it. Serious lack of clearly defined policies and procedures, at both department-execution level of HR policies, down to department procedures directly impacting the advisor experience. Overtime is in constant demand and wearing good workers thin, particularly when the word “mandatory” is used. Chronically understaffed/overworked, though to be fair, that’s industry-wide to some extent, in Operations.

      avatar
      Osaic Response
      7y
      “Thanks for the positive comments, and we hear you on the training and staffing situation. We’re staffing up a special Ops rotating team at this very moment that will provide more coverage, allowing for additional investments in training. In our industry, it’s also not enough to be “the same” as Operations teams elsewhere: our significant investment in Operations is a signal of our commitment to improve the way we interact with customers and to each other.”

      Explore other reviews about Osaic

      5.0
      Dec 18, 2025
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Remote flexibility, great management on current team.

      Cons

      I feel as if pay could be better for certain roles.

      2.0
      Apr 30, 2026
      Anonymous
      Recommend
      CEO approval
      Business outlook

      Pros

      - Unlimited PTO - Health insurance coverage is good (I've had doctors' offices tell me this, but it is pricey and has gone up). - There are good people here, and a lot of talent. But they are so burnt out it's hardly a pro.

      Cons

      - Layoffs result in overworked, very lean teams who are not fairly compensated for the additional expectations of their roles. - SVP level and upward is very political, and there seems to be a lot of favoritism. - Leadership pays lip service to financial professionals and works to keep the board happy, but they couldn't care less about the employees' wants and needs. Employee complaints are met with a condescending "Maybe you should consider if Osaic is the right place for you." - Wildly unpopular RTO with a crazy mileage radius. The new office also just happens to be in a part of town where the average Osaic employee can't afford to live. Most execs do not live in a home office hub, nor do many SVPs. - Very little career growth opportunity. Title changes and raises take years to be processed, and employees are given the run around. - HR is never your friend, but especially HR at Osaic. There were good, intelligent, well-meaning people at this company once. But most have been run off. I'm still unclear as to why. It used to be a better-than-average place to work, but it's declined pretty rapidly over the last 2-3 years.

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