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)); "Benefits and fellow workers are nice to your face." ((in 6 reviews)); "Consistent work, coworkers are awesome." ((in 5 reviews)); "For the most part people are nice and pleasant to be around." ((in 5 reviews)); "Great work life balance." ((in 3 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)); "Favoritism is a big thing at this company and the raise is only a couple of cents unless you are friends with one of the executives." ((in 4 reviews)); "If you are going to work here expect an average a 3% raise." ((in 3 reviews))

What are the top reviewed PlanMember Financial locations?

Carpinteria , Santa Barbara , Farmingville , Ventura , San Diego

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PlanMember Financial

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

Race / Ethnicity

Gender

Sexual orientation

Disability

Parent or family caregiver

Veteran status

Reviews by job title

69 reviews

3.0

Sep 11, 2015

average rating

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Benefits offered, including 401(k), medical & dental. Can obtain securities licenses while working for employer.

Cons

Pay is a bit low, considering the cost of living in the area.

PlanMember Financial Response

10y

The HR team at PlanMember wants to hear what all employees have to say about their experience, including past employees, so we thank you for your comments. We are very proud of PlanMember’s Securities Industry Training Program, which you mention, and we continually improve and expand its curriculum to prepare employees for a successful career in financial services. I would like the chance to learn more about your employment experience at PlanMember and invite you to contact me so we can talk about it.

3.0

Sep 9, 2015

Employment

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.

5.0

Jul 23, 2015

Positive Environment

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

The company culture, training, opportunities to learn. Collaborative and non threatening environment. Work life balance and open door policy.

Cons

Advancement can be limiting depending on department and opportunties available.

PlanMember Financial Response

10y

Thank you for your positive comments about PlanMember. We suggest you share your career aspirations with your manager and PlanMember’s VP of HR. Opportunities open up continuously and if we understand your goals, we’ll be better able to help you reach them.

Viewing 55 - 57 of 69 Reviews

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