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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 demographic groups

      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).

      Reviews by job title

      69 reviews
      5.0
      Apr 25, 2018

      PlanMember > great place to work!

      Vice president partner development
      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.

      avatar
      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
      4.0
      Feb 16, 2018

      Working at PlanMember Financial Corporation

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great professional development, great location

      Cons

      There is a high turnover with service center employees

      avatar
      PlanMember Financial Response
      8y
      The service center is a great place to get top-tier training and learn the financial services industry and how PlanMember works but it’s not right for everyone. Turnover for this and all positions in any company is cyclical, but I’m glad to hear your experience is overall a very positive one. Thank you for the review. - Angel Sugleris, VP Human Resources & Facilities Management
      4.0
      Dec 5, 2017

      Financial Service Representative

      Financial services representative
      Recommend
      CEO approval
      Business Outlook

      Pros

      If you are a person who wants to enter the financial industry, but don't have the experience or connections to enter, then this opportunity will give you that chance. You won't have the most rewarding job, and at times you will find it difficult to understand the systems in place. BUT if you take advantage of what this company has to offer then you will have a very successful career in this industry. You will receive: -securities licenses (6,63,7,65) -years of experience -understanding of different departments Despite work being difficult at times, everyone there is friendly. Don't be afraid to talk to others and make connections, you never know how they may help you in the future. In the end there will always be things that you hate at any job, just focus on your goals and the positive things you are receiving.

      Cons

      -Too much emphasis is put on who is at blame, causing people to try and cover their end. -Communication is difficult at times, making simple questions that should only take minutes take hours or even days. -Also very important- don't take things personally, the more you do the more difficult the job will get.

      avatar
      PlanMember Financial Response
      8y
      This is a great review and I really appreciate your honesty. Departmental interactions are something we are always working to improve and I agree that more taco days would be very cool. - Angel Sugleris, VP Human Resources & Facilities Management
      Viewing 46 - 48 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.