Find your community
Osaic cultivates in-person and online spaces where financial professionals can meet to inspire, challenge, and empower one another. Because independent should never mean alone.
Mentorship programs
Whether you’re a novice financial professional looking for guidance, or an experienced financial professional looking to give back, our mentoring programs can help you make lasting connections.
Boards & councils
Our boards and councils are comprised of financial professionals who partner with Osaic executives and senior leadership to discuss needs, challenges, and opportunities to improve the future of wealth management.
Online forums
Explore private social media groups expressly for Osaic financial professionals. These digital forums offer a place to connect and share insights, tips, and resources with colleagues who understand your day-to-day experience.
Industry-leading events
From flagship national conferences to niche professional gatherings, Osaic events bring our community together to enhance and elevate your career as a financial professional.
Everybody helps each other.
I want to learn from my colleagues. And that's what's so great about these meetings. There's no secrets. Everybody helps each other. And it doesn't matter if you're a $2 million producer or a $100,000 producer, you still get help. That's great.
Everybody helps each other.
I want to learn from my colleagues. And that's what's so great about these meetings. There's no secrets. Everybody helps each other. And it doesn't matter if you're a $2 million producer or a $100,000 producer, you still get help. That's great.
Everybody helps each other.
I want to learn from my colleagues. And that's what's so great about these meetings. There's no secrets. Everybody helps each other. And it doesn't matter if you're a $2 million producer or a $100,000 producer, you still get help. That's great.
Everybody helps each other.
I want to learn from my colleagues. And that's what's so great about these meetings. There's no secrets. Everybody helps each other. And it doesn't matter if you're a $2 million producer or a $100,000 producer, you still get help. That's great.
The Osaic Foundation
The Osaic Foundation is a 501(c)(3) private charitable foundation comprised of Osaic executives, financial professionals, and employee volunteers. The foundation pledged to spend $1 million dollars in 2023 on initiatives and charities in communities where our employees and financial professionals live and work.