Genuine diamond in the rough - Advisor Support Specialist Osaic Employee Review

5.0
18 Apr 2018
Recommend
CEO approval
Business outlook

Pros

Uncharacteristically committed to the professional development of both employees and managers. The working culture is very respectful, fair, and very supportive without being cocky about it - which is not the case with many of the other large Brokerage Firms for which to work. Diversity of employees is astounding - not what you would expect. All are talented and good people and good to work with. Management helps a lot to make it feel safe and not political. They have very talented leadership, which is being unified strongly by the CEO Jamie Price and Exec Chairman Valerie Brown, who are very dynamic and genuine and who have a 'face to face' approach in their leadership. The company noticeably changed and has greater autonomy and freedom since their de-affiliation with AIG at the beginning of 2016 and has grown significantly since then. Professional advancement is very viable here – it is very supported and encouraged in practical ways. The benefits are comprehensive, surprisingly good, and generous.

Cons

Payroll compensation is slightly lower than industry standards.

Explore other reviews about Osaic

5.0
18 Dec 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
30 Apr 2026
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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