Osaic reviews

2.5

29% would recommend to a friend

(454 total reviews)
avatar

Jamie Price

31% approve of CEO

24% positive business outlook

Osaic has an employee rating of 2.5 out of 5 stars, based on 454 company reviews on Glassdoor which indicates that most employees have an average working experience there. The Osaic employee rating is 31% below average for employers within the Financial Services industry (3.6 stars).

Reviews by job title

454 reviews
5.0
Apr 4, 2019
Recommend
CEO approval
Business Outlook

Pros

I joined Advisor Group with over 19 years of financial services experience from an RIA, to independent broker dealer experience and asset management. I believed in the leadership team at Advisor Group and knew that they encouraged an entrepreneurial approach. The reasons I joined have all proven right and more. What I love and wished for earlier in my career was the mentorship opportunities that the leaders including myself at Advisor Group believe in and the encouragement and coaching we focus on. If you want to learn, work hard and see the rewards of your hard work look no further.

Cons

You will need to be self motivated to do well, not really a con but something to acknowledge. You will work hard to do well.

3.0
Apr 3, 2019

Challenging but hopeful

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.

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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.”
5.0
Mar 29, 2019

Outstanding employer

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

I have been in the industry for over 20 years and have never worked for such an exceptional employer. From the top down, employees are motivated and encouraged in efforts to make the firm an outstanding resource for independent advisors.

Cons

None, and I don't think I've ever said that about an employer.

Viewing 373 - 375 of 454 Reviews

Glassdoor has 494 Osaic reviews submitted anonymously by Osaic employees. Read employee reviews and ratings on Glassdoor to decide if Osaic is right for you.