Just okay - Recensione dipendente - Advisor Support Specialist presso Osaic

2,0
16 mar 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The job is easy once you’ve been there awhile and are fully trained on all systems.

Svantaggi

Return to office is not ideal, but understandable. The culture inside the office was basically non existent. Little to no team rapport. Some systems you didn’t learn until a year in, but questions from advisors came in long before that. So you kind of feel stupid and it appears to advisors that we don’t know what we’re doing. Systems constantly changing with little to no heads up before hand. Catastrophic roll out of new account opening system that literally did not work in certain aspects creating frustrated advisors who called in to complain constantly. Endless acquisitions bringing on more and more advisors but not increasing the amount of phone agents. Again created upset advisors due to long wait times and extended processing times. Salary was okay for the job.

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5,0
29 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Hybrid flexibility, free parking, free snacks and drinks.

Svantaggi

Poor communication from top down on some things. We usually learn about it from other departments.

2,0
30 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

- 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.

Svantaggi

- 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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