employer cover photo
employer logo
employer logo

PlanMember Financial

Is this your company?

Employment - Anonymous employee PlanMember Financial Employee Review

3.0
Sep 9, 2015
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Good place to get started in a financial industry. A two year program can get you FINRA licenses and trained you in retirement plans specifically 403(b) plans.

Cons

No appreciation or bonuses for non sales employees. Company politics play a major role in promotions than qualification.

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

See reviews by: Helpful|Rating|Date|All