Horrible experience at Osaic Institutions - Financial Advisor Osaic Employee Review

1.0
Dec 22, 2025
Recommend
CEO approval
Business Outlook

Pros

This review is for the division of Osaic that services specifically credit unions-not direct advisor business. No Pros as my experience and situation should never have happened. Oh, wait-there is one Pro. The color green in their Logo is pretty.

Cons

I can only speak for my personal experience. Worked at a CU that interacted with Osaic through a TPO. Osaic was nice to work with. TPO gets by humiliating FA, not listening to complete set of questions, unable to answer those questions and TPO too busy to get answers. No person in a management position should be allowed to treat any employee in the manner that I was treated. Management person is in a position that really can't be monitored so management person, being unsupervised, feels entitled to say anything off the top of their head.

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
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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