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      PlanMember Financial

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      PlanMember Financial reviews

      3.1

      50% would recommend to a friend

      (69 total reviews)

      Jon Ziehl

      58% approve of CEO

      55% positive business outlook

      Ratings by category

      3.2

      Work/Life balance

      3.1

      Culture & values

      2.9

      Compensation and benefits

      2.7

      Diversity & inclusion

      2.7

      Senior management

      2.7

      Career opportunities

      PlanMember Financial has an employee rating of 3.1 out of 5 stars, based on 69 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PlanMember Financial employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

      Ratings by demographic groups

      Reviews by job title

      69 reviews
      1.0
      Jul 8, 2025

      Micromanaged into the Ground

      Investment analyst
      Recommend
      CEO approval
      Business Outlook

      Pros

      The beach-town setting is peaceful.

      Cons

      Every detail of our work was scrutinized to an extreme. There was no room for creativity or independent thinking. I felt like I had to justify every click, even if it slowed down performance. Stress built up fast in an environment that didn't trust its own experts.

      Viewing 31 - 33 of 69 Reviews
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      ReviewsPlanMember Financial reviews

      Glassdoor has 73 PlanMember Financial reviews submitted anonymously by PlanMember Financial employees. Read employee reviews and ratings on Glassdoor to decide if PlanMember Financial is right for you.