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.

1.0
Mar 24, 2026
Recommend
CEO approval
Business Outlook

Pros

There were some nice people that worked with me, but that's honestly it.

Cons

I've never worked somewhere where it was so obvious that the CEO has utter disdain for his employees. Jamie Price was completely out of touch with the day to day and what his staff has to deal with. The private equity overlords say jump and he does. The entire purpose of this company is to gobble up other ones. Consolidation and an IPO are the obvious goals. They will acquire a company, promise the moon, and then lay off most of the talented people they bring on. Pay is way below market rate and benefits are poor. They will brag about the money they have but refuse to do anything to make their systems better. Advisors join with promises galore only to learn what the back office already knows, that they don't matter. The toxic culture from leadership is awful. Giving each other high fives during town halls where the discussion is about how many people they just laid off.

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