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      Osaic

      Engaged employer

      Osaic reviews

      Double talk is real here - Advisor Support Specialist Osaic Employee Review

      2.0
      Apr 8, 2024
      Advisor support specialist
      Recommend
      CEO approval
      Business outlook

      Pros

      Remote Work. They will supply you with most of what you need. Pay is okay.

      Cons

      The company lied about the bonus at the time of job offer. They made it seem like it would be much more than what it was. They misrepresented how the bonus structure works. You don't get the full training you need to help the advisor. You are told one thing then when you get the floor, its completely different, Management plays favorites with employees and will go out of their way to make your day-to-day unpleasant, Upper Management misrepresents what advisor support can actually help it and it WILL lead to the company and some poor FP to be sued by a client and fined by the SEC. They aren't hiring and training for higher positions but just half behinding training entry-level employees to help with things that they need specialist training to do. Many employees are just waiting until the company goes public to see how big the layoff will be because they hired on too much staff in this merger period.

      avatar
      Osaic Response
      2y
      Osaic prioritizes legal and regulatory compliance across all aspects of our services delivery with extreme focus on our financial professionals.

      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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