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PlanMember Financial

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Financial Service Representative - Financial Services Representative PlanMember Financial Employee Review

4.0
Dec 5, 2017
Recommend
CEO approval
Business Outlook

Pros

If you are a person who wants to enter the financial industry, but don't have the experience or connections to enter, then this opportunity will give you that chance. You won't have the most rewarding job, and at times you will find it difficult to understand the systems in place. BUT if you take advantage of what this company has to offer then you will have a very successful career in this industry. You will receive: -securities licenses (6,63,7,65) -years of experience -understanding of different departments Despite work being difficult at times, everyone there is friendly. Don't be afraid to talk to others and make connections, you never know how they may help you in the future. In the end there will always be things that you hate at any job, just focus on your goals and the positive things you are receiving.

Cons

-Too much emphasis is put on who is at blame, causing people to try and cover their end. -Communication is difficult at times, making simple questions that should only take minutes take hours or even days. -Also very important- don't take things personally, the more you do the more difficult the job will get.

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PlanMember Financial Response
8y
This is a great review and I really appreciate your honesty. Departmental interactions are something we are always working to improve and I agree that more taco days would be very cool. - Angel Sugleris, VP Human Resources & Facilities Management

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4.0
Jun 12, 2026
Recommend
CEO approval
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Pros

Friendly work culture by beach

Cons

None that I can think of

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