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PlanMember Financial

Is this your company?

PlanMember > great place to work! - Vice President Partner Development PlanMember Financial Employee Review

5.0
Apr 25, 2018
Recommend
CEO approval
Business Outlook

Pros

I've been in the investment industry for over 30 years, and fortunately 15 years ago found PlanMember. For both senior executives and new comers to this industry, I've experienced this company to be a place that encourages a team approach while recognizing and rewarding quality individual effort. People like working here....that was something that struck me when I interviewed 15 years ago. And that positive culture remains intact. Many people have been here for 10-20 even 30 years. That wouldn't happen unless this was a good place to work. And adding in flexible work hours, walks on the beach during breaks, benefits and paid vacations, and a lot more....makes it a great place.

Cons

The investment and securities industry is not for everyone. There are more rules & regulations than in most other businesses, but that makes sense when you're dealing with other people's money.

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PlanMember Financial Response
8y
It’s true that we have many employees who have been here literally for decades, including me. I’m happy to hear you’re satisfied with your position and the people you work with. I’ve been here myself for more than 25 years, now as VP of Human Resources & Facilities Management. I work to ensure that the company culture, salaries and benefits deliver what employees want and need because our employees are the life of the company. Thanks for the shout-out! - Angel Sugleris, VP Human Resources & Facilities Management

Explore other reviews about PlanMember Financial

4.0
Jun 12, 2026
Recommend
CEO approval
Business Outlook

Pros

Friendly work culture by beach

Cons

None that I can think of

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