Employees are Key to Success - Anonymous employee Osaic Employee Review

3.0
Apr 7, 2017
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Employees genuinely care about working for the representatives that encompass the 4 firms owned by Advisor Group. Front-line employees routinely go above and beyond to give their all to provide first class service to their rep customers. Employees form strong relationships and work well together both within their own location as well as at the other 3 locations despite geographic distances. Employees value that the Presidents of each of the firms provide great leadership to employees at their location and they get to know the employees and have their employees’ best interests in mind.

Cons

Advisor Group's “one size fits all” management style does not benefit the unique cultures at each location. Decisions and assumptions are made that sometimes appear to be a knee-jerk reaction at the Advisor Group level seemingly without guidance and counsel from the individual locations’ leadership expertise, experience and “intel”. Change is often implemented prior to sufficient communication to key stakeholders. Advisor Group internal communications to non-management employees are modest to insufficient even when the front-line employees’ jobs are impacted. A lot of information can only be “heard through the grapevine” especially when employee's direct manager is at another location.

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
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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