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
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.

avatar
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.
1.0
Jan 19, 2019

overworked underpaid toxic

Recommend
CEO approval
Business Outlook

Pros

a few friendly people left that havent quit

Cons

expectations, lack of compensation, infighting, unprofessional.

avatar
Osaic Response
7y
I disappointed to hear about your experience at Advisor Group. Having become an independent company over 2 years ago, Advisor Group has worked to reshape its culture to one of results-orientation, accountability and service. We recognize that our culture is not for everyone, but for those that like to deliver results, innovate and provide extraordinary levels of service, Advisor Group can provide a rich and engaging career. A few months ago, our Atlanta employees moved into all-new office space that is designed for collaboration and transparency, which has greatly improved collaboration and relationship building amongst those teams. Advisor Group is proud to offer compensation and benefits that meet or exceed benchmarks for companies of our size and industry, and we offer annual merit increases based on performance.
4.0
Dec 22, 2018

Revolving Door

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

PTO policy, corporate events, great staff. Cool location. Tuition reimbursement.

Cons

Underpaid for the area. $60,000 for a Compliance Examiner. Not a competitive salary. High turnover for this role. Left for significantly higher pay like most.

avatar
Osaic Response
7y
Thank you for writing a review of your experiences as an Advisor Group employee. I’m happy to see you enjoyed some of our benefits offerings like PTO and tuition reimbursement. We are proud to offer these as a part of our competitive benefits package. Advisor Group is proud to offer compensation and benefits that meet or exceed benchmarks for companies of our size and industry. After becoming independent, we instituted annual merit increases based on performance and did market adjustments to pay for employees who had fallen behind in pay. We are continually updating our benchmark information to remain competitive to ensure we pay our employees appropriately.
Viewing 82 - 84 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.