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      Osaic

      Engaged Employer

      Osaic reviews

      Great place to work for, benefits could improve - Anonymous employee Osaic Employee Review

      4.0
      Apr 24, 2018
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Very talented group of people to work with. Amazing work life balance. Flat organization with all levels of management being very accessible and approachable. I feel that compensation, at least for external hires, is very competitive. Generous with merits and bonus as well if you put in the hours and effort you will be rewarded

      Cons

      I think the benefits are losing competitiveness. 15 days of PTO with only 40 eligible hours to roll over from year to year. I don't believe 15 days of PTO is competitive with other wires/broker dealers and even worse to only allow 5 days to be rolled over, meaning you lose what you don't use. I have yet to find anything specific to education benefits - some companies offer tuition assistance, reimbursable professional designation expenses, online university to help employees learn more about other job functions such as accounting classes, public speaking, or basic coding/SQL

      avatar
      Osaic Response
      8y
      Thank you for the comments. I wanted to clarify the PTO and continuing education programs at Advisor Group to ensure mutual understanding. We do provide a competitive time off program which grants a total of 36 paid days off for all new hire employees (20 vacation, 5 sick, 2 volunteer, 9 holidays). The vacation days are pro-rated based upon start date for first year employees which may be why you cited only 15 PTO days. We also believe that continuing education has a positive impact on an employee’s contribution to the Company, so we offer the Advisor Group Education Assistance Program. Once approved, employees can be reimbursed for courses relevant to current or a future job within the Company as long as eligibility requirements are met. Should you still have questions, please reach out to your HR Business Partner or to me, Charlie Beck, VP Total Rewards & Systems.

      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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