Does PlanMember Financial pay their employees well?

According to anonymously submitted Glassdoor reviews, PlanMember Financial employees rate their compensation and benefits as 2.9 out of 5. Find out more about salaries and benefits at PlanMember Financial. This rating has improved by 5% over the last 12 months.

How satisfied are employees working at PlanMember Financial?

50% of PlanMember Financial employees would recommend working there to a friend based on Glassdoor reviews . Employees also rated PlanMember Financial 3.2 out of 5 for work life balance, 3.1 for culture and values and 2.7 for career opportunities.

What are the top reviewed jobs at PlanMember Financial?

Customer Service Representative (5) , Investment Analyst (4) , Service Center Representative (4) , Anonymous (2) , Financial Service Representative (2) , Financial Services Representative (2) , Operations (2) , Operations Specialist (2) , Web Developer (2)

What are the pros of working at PlanMember Financial according to real employee reviews?

"Great culture and amazing office location" ((in 6 reviews)); "Benefits and fellow workers are nice to your face." ((in 6 reviews)); "Consistent work, coworkers are awesome." ((in 5 reviews)); "For the most part people are nice and pleasant to be around." ((in 5 reviews)); "Great work life balance." ((in 3 reviews))

What are the cons of working at PlanMember Financial according to real employee reviews?

"Those who are "in" with the management are given higher raises, favored interviews, lenient disciplinary actions." ((in 5 reviews)); "Salary is not competitive" ((in 5 reviews)); "Favoritism is a big thing at this company and the raise is only a couple of cents unless you are friends with one of the executives." ((in 4 reviews)); "If you are going to work here expect an average a 3% raise." ((in 3 reviews))

What are the top reviewed PlanMember Financial locations?

Carpinteria , Santa Barbara , Farmingville , Ventura , San Diego

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PlanMember Financial reviews

Good company, a lo of good people, but has a few issues... - Anonymous employee PlanMember Financial Employee Review

4.0

Apr 29, 2016

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Great work/life balance. HR has an open door policy and will meet with you and provide support. Wonderful location. CEO is a good person and does care about the employees. My supervisor and the upper management I worked with regularly were kind, helpful and collaborative. The product they sell is something I believe in and can recommend with a clear conscience. I was sad to leave.

Cons

Sometimes upper management doesn't disseminate information as well as they should and that can lead to hurt feelings. There seems to be an underling distrust of the employees. I found other department managers are not interested in responding to emails or helping other department employees do they best they could in their position. (My supervisor agreed with this but could never get things to improve.) One manager in particular would never respond and then chastise you for moving forward as best you could.

PlanMember Financial Response

10y

We’re happy to hear your experience was predominantly positive and that you felt supported and heard by the majority of your colleagues. Your initiative is admirable and an asset you will be able to apply anywhere you decide to work. Though responsiveness between departments is strongly encouraged and a basic show of respect, we understand this doesn’t always happen and will continue to improve on this for PlanMember employees.

Explore other reviews about PlanMember Financial

5.0

Dec 1, 2024

Financial service representative (fsr)

Recommend

CEO approval

Business Outlook

Pros

Amazing company that feels like a family

Cons

Nothing that I can think of

4.0

Jun 12, 2026

Investment analyst

Recommend

CEO approval

Business Outlook

Pros

Friendly work culture by beach

Cons

None that I can think of

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PlanMember Financial

Good company, a lo of good people, but has a few issues... - Anonymous employee PlanMember Financial Employee Review

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