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PlanMember Financial

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Not ideal for me - Financial Service Representative PlanMember Financial Employee Review

3.0
Sep 20, 2014
Recommend
CEO approval
Business Outlook

Pros

Good benefits/ days off. Considerate management staff & HR is on top of it. Continued learning.

Cons

You have to make a commitment of 3 years in the service center to ever get promoted from that job. Have to pass exam after exam after exam. I was told that I had to complete 2 exams but when I was hired I heard about an additional 1, and another 1 that I could take to improve my chance of being promoted. The work life balance is horrible- you have to study everyday when you get home for years- no family or friend time. Parking is a disaster. People leave all the time because there is no room for promotion here. They don't pay enough for everything they expect.

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PlanMember Financial Response
11y
Thank you for providing honest feedback. Insights such as yours help us improve communication with employees and the overall PlanMember work environment. Securities exams are standard in the finance industry and without them we could not serve our clients. Having the opportunity to earn securities licenses is a key reason many individuals choose PlanMember. These exams can be difficult and we work diligently to improve training and test preparation support to maximize our employees’ chances of success. If you have additional feedback, please reach out to me at angel@planmember.com.

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4.0
Jun 12, 2026
Recommend
CEO approval
Business Outlook

Pros

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Cons

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