Osaic is one of the largest networks of independent wealth management firms in the United States. Osaic provides support, resources, and community designed for the future of wealth management.

OUR VISION

Creating a world in which financial professionals are supported and esteemed as heroes.

OUR MISSION

To inspire and equip the hero in every financial professional and acknowledge their profound importance in people’s lives.

OUR CORPORATE STRUCTURE

Our structure allows us to invest significant resources across our network. The result? Financial professionals enjoy state-of-the-art technologies, personalized service, and broad-based operational support.

CULTURE AND VALUES

• DO WHAT'S RIGHT. ALWAYS
  We are authentic and honest, even when it's hard. 
• SHOW UP. EVERY TIME. 
  We are accountable and dependable, no excuses. 
• THINK BIG. AND SMALL.
  We are exciting and innovative, but always thoughtful.
• WORK TOGETHER. AS ONE.
  We are collaborative and diverse, and better for it.

WHAT WE’RE LIKE

Osaic is at the crossroads of an industry in transition, with an intense focus on innovation and creativity in all areas. Our culture is built on an authentic desire to challenge the status quo and drive progress to make our industry better. We love to work in teams, help each other and collaborate with freedom and transparency. Our flat organization promotes communication across all levels, with direct access to senior leaders. We are diverse, dynamic, friendly and passionate about what we do.

HOW YOU GROW

From your first day on the job, you’ll be expected to learn, contribute and grow your career. You’ll also find plenty of continuous professional growth and development through a variety of technical, professional and leadership offerings. Tuition and certification reimbursement programs support employee growth, while career paths offer advancement and mobility. You’ll work with some of the industry’s best minds as you learn the inner workings of our business. And our rewards and recognition program includes career service awards, peer-to peer recognition and an annual performance bonus.

DIVERSITY & INCLUSION

At Osaic, we believe that leveraging each employee’s talents, skills and diverse experience cultivates a workplace where employees can be the most authentic versions of themselves. By including everyone – those with a different race, ethnicity, gender, gender identity, sexual orientation, age, physical ability, social class or religious or political beliefs – we create an environment conducive to innovation. With varying viewpoints and diversity of thought, diverse teams create unique solutions that improve our competitive advantage, and are therefore essential to business success. We are truly better together. We are proud to have a highly diverse and inclusive workforce that is representative of the communities in which we work.

We strive for diversity in every aspect of what we do, and work toward inclusion of every single employee in our various activities and events:

• We consider all facets of diversity and inclusion – generations, gender, career maturity, functional representation, race and access – in everything we do.
• We ask ourselves with every program and initiative how everyone might participate, benefit or be impacted.
• We insure diverse representation in our photo shoots, panels, focus groups, activity committees, outreach, career stories, internship program, recruiting, communications planning and town halls.
• We insure that every level of the organization is represented, not just senior leaders, and that our nominations are diverse.