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      Osaic

      Engaged Employer

      Osaic reviews

      1/10 recommendation to work here. - Compliance Osaic Employee Review

      1.0
      Jan 19, 2021
      Compliance
      Recommend
      CEO approval
      Business Outlook

      Pros

      -Can work remotely for some positions

      Cons

      -If you live in CA, CO, MT, or NE and don't take any or much PTO throughout the year, you get a check for any hours over the 40 hour rollover. If you're in any other state, you're out of luck and you just lose it. I was forced to take roughly 120 hours of PTO in November and December 2020 knowing I was going to lose it, even though I still worked during my time off due to regulatory deadlines, but found out all of my coworkers (who are all in the states listed above) were getting a paycheck for their unused PTO. Not a fair policy at all. -ALL applicants have to be sent and approved by the CEO before they can be hired. I suggest staying away if you have the option. -Logic and common sense have no room here -You have an idea? Great! Throw it out the window because it'll fall on deaf ears and nothing will change. -You can send all the requests you want to upper management but you'll never get a response, unless it's for something they want of you. So, your requests will be ignored. -You can take on two jobs at once (due to COVID times) and excel at both of them, but will they realize that and compensate you fairly for it? No way. Just a pat on the back and a "thanks for saving us money."

      avatar
      Osaic Response
      5y
      We respect your position and experience at Advisor Group, and it’s frustrating for us that yours was not positive based upon your review. We are quite diligent to be compliant regarding PTO which legally varies by state in the US. Our CEO, Jamie Price, while quite involved in talent strategy, is not involved in reviewing all applicants as we trust the leaders across the organization to make talent decisions to support the business. Additionally, we implement numerous employee suggestions every year and continue to request “Bright Idea” submissions to improve our business and work environment. Employee feedback is paramount to how to make things better. We do expect great things from all of our employees and our workloads are heavy and complex at times. Strong performance is rewarded and ideas are valued. We have retained strong talent across the enterprise at every site, in every function and at every level as we build for a successful future to deliver the best for our financial professional network.

      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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