Osaic reviews

2.5

29% would recommend to a friend

(454 total reviews)
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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
2.0
Feb 15, 2019

Lack of Training = Poor Experience

Recommend
CEO approval
Business Outlook

Pros

Large company with a variety of resources including a 401k match. Leadership is vocal and present, but slow to act on critical topics.

Cons

Working in a complex division of the advisory services team requires lots of training and accountability. Comments are frequently made by advisors that they receive answers that are inconsistent and often inaccurate which is a result of poor training and communication. We are also investing in technology to "help" advisors but often roll the tech out in a very incompleted state which furthers the confusion and complications. There are also poor lines of communication with the different platforms that we work with (Envestnet/Pershing/Fidelity) so that issues are often unresolved.

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Osaic Response
7y
We share your concern with keeping up service levels during the past year of high growth. Last year we invested in a number of new and innovative service training efforts and industry-leading technical platforms to address many of the issues you raise. And, we have added a considerable number of new staff. We are now starting to see the benefits of those investments, but we acknowledge room for improvement. This year we’re excited by the arrival of a Chief Customer Experience Officer, a leader responsible for creating an even stronger customer service culture, complete with accountability and ownership at all levels. We have also invested in the next segment of our company-wide service culture transformation training for all employees.
3.0
Feb 11, 2019

My experience with AG is something special nice place to work.

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Friendly environment to work and the people are willing to help.

Cons

It is very hard to to get to the next level in your career.

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Osaic Response
7y
I am happy to see you are enjoying your time at Advisor Group - we agree it is a special place to work. Career progression is something we are committed to so please speak with your manager or local HR partner to understand what you can do relative to your career growth. Employee and manager conversations supporting performance are coming up which is a perfect time to formalize a development plan and ask for specific feedback. We are committed to hiring great talent for Advisor Group, and are very proud of our workforce.
5.0
Jan 30, 2019

Happy to be here

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Fast-paced environment with people who want to win by working together. Very friendly employees and people really care about one another. Seriously - everyone says hi in the hallways! There is an expectation to work hard, so make sure you are ready for that! Awesome benefits that are comparable to large Fortune 500 companies (offerings and cost). Office space is beautiful with great views of the city.

Cons

Office is near downtown, so the commute can be challenging for those coming from the far East or West Valley. It makes sense that the office is centrally located and is worth the drive. Again, there is an expectation to work hard in a fast-paced environment (which I - and most others who work here - really enjoy), but not everyone will enjoy or thrive with fast-paced work.

Viewing 388 - 390 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.