Osaic provides the support, resources, and community designed for the future of wealth management.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
Rating Reviews
Rating is calculated based on
3
reviews and is evolving.
Pros: As a remote Financial Operations Specialist, I've found some teams here are really good at collaboration. It's a stable corporate environment in the financial services industry, which brings a decent sense of security for many roles.
Cons: The overall company culture can feel a bit stuck in the past, honestly. Decision-making is often slow, and some processes are really bureaucratic. It's tough to get new ideas moving, even good ones, across the whole organization.
Advice to Management: Listen more to front-line employees and embrace change faster. Update those legacy systems and processes to really modernize the company culture.
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Pros: The client network is solid if you're already an experienced Financial Advisor. You get decent support from the back office for basic operational tasks. It's a pretty stable environment in the financial services industry.
Cons: There's not much room to move up or develop new skills here. It's tough to get internal promotions, especially for junior wealth management roles. Training resources aren't great for career development; it often feels like a corporate environment where you're stuck in your lane.
Advice to Management: Management needs to invest more in clear career paths and professional development for advisors. Create actual opportunities for advancement beyond just sales targets.
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Pros: The health insurance and 401k match are actually pretty decent for a large corporate environment. I appreciated having solid retirement plans available, which is good for financial services roles.
Cons: The base salary for a Client Service Associate felt low, especially considering the cost of living in Phoenix, AZ. There's not much room to grow your pay without moving into a commission structure.
Advice to Management: Re-evaluate base salaries for entry to mid-level roles, especially in higher cost-of-living areas. It's hard to retain good talent when other broker-dealers offer more.
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What is Osaic's policy on remote work for roles like customer support or operations specialists in the financial services industry?
Osaic offers hybrid work arrangements for many roles, allowing for a mix of in-office and remote work. Specific policies can vary by department and role, but generally, roles that do not require a physical presence on-site often incorporate remote flexibility. This approach supports work-life balance while ensuring business needs are met.
What is the typical salary range for a financial advisor at Osaic, considering the industry and their commission-based structure?
As a financial advisor at Osaic, compensation is primarily commission-based, with potential for significant earnings tied to sales performance. While base salaries can vary, many advisors focus on building their client base to maximize commission income, which is common in the wealth management sector.
