Just okay - Advisor Support Specialist Osaic Employee Review

2.0
Mar 16, 2026
Recommend
CEO approval
Business Outlook

Pros

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

Cons

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.

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.

2
See reviews by: Helpful|Rating|Date|All