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

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

Race / Ethnicity

Gender

Sexual orientation

Disability

Parent or family caregiver

Veteran status

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

2.0

Apr 17, 2025

Harassment of staff, unethical behavior, it's all terrible!

Anonymous

Recommend

CEO approval

Business Outlook

Pros

Location was accessible, and company events.

Cons

Rude coworkers, demanding management, they want all your time, but don't pay you accordingly. There's a lot more happening than what others see on the outside, harassment of staff, unethical behavior, it's all terrible!

1.0

Jan 23, 2025

Favoritism, toxicity, incompetence

Anonymous

Recommend

CEO approval

Business Outlook

Pros

There isn't anything positive here.

Cons

This company and its leadership have too many problems. There's rampant favoritism in the workplace. Our supervisor favors other employees over others based on friendship and not performance. This also creates toxicity in the workplace and resentment among employees. Also, our leadership here is undeniably incompetent.

5.0

Dec 1, 2024

Great culture

Financial service representative (fsr)

Recommend

CEO approval

Business Outlook

Pros

Amazing company that feels like a family

Cons

Nothing that I can think of

Viewing 4 - 6 of 69 Reviews

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Jobs at PlanMember Financial

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Advisor Marketing Assistant

Financial Services Representative -Tier 1

Retail Sales & Recruiting Support Specialist (Advisory)