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)); "For the most part people are nice and pleasant to be around." ((in 5 reviews)); "Consistent work, coworkers are awesome." ((in 4 reviews)); "Great work life balance." ((in 4 reviews)); "Good benefits." ((in 4 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)); "There's rampant favoritism in the workplace." ((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 chance to learn - Sales Associate PlanMember Financial Employee Review

2.0

Jan 6, 2015

Sales associate

Recommend

CEO approval

Business Outlook

Pros

Great opportunity to get your securities licenses and learn the industry, get your feet wet. Good starter gig.

Cons

Little to no ability to advance oneself within the company. Huge problem with employee turnover for this reason.

PlanMember Financial Response

11y

PlanMember offers an intense Securities Industry Training Program, so thank you for mentioning our emphasis on helping employees learn and master the securities industry. We want all employees to succeed during the time they are with PlanMember and as they move on in their careers. PlanMember strives to provide opportunities for internal advancement and we will continue to do this in the future.

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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Jobs at PlanMember Financial

Retail Sales & Recruiting Support Specialist (Advisory)

Retail Sales & Partner Development Support (Advisory)

Advisor Marketing Assistant

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Good chance to learn - Sales Associate PlanMember Financial Employee Review

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