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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
      5.0
      Jan 28, 2019

      A highly specialized financial services firm.

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      I appreciate the collegial environment of this firm and it’s willingness to allow employees to work remotely. This helps the firm attract talent and instills trust in its employees. The training it provides new employees is exemplary. I am grateful to work for a financial services firm that offers a variety of financial product offerings to teachers and educators with an emphasis on customer service and support.

      Cons

      I haven’t been exposed to any.

      4.0
      Apr 29, 2016

      Good company, a lo of good people, but has a few issues...

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great work/life balance. HR has an open door policy and will meet with you and provide support. Wonderful location. CEO is a good person and does care about the employees. My supervisor and the upper management I worked with regularly were kind, helpful and collaborative. The product they sell is something I believe in and can recommend with a clear conscience. I was sad to leave.

      Cons

      Sometimes upper management doesn't disseminate information as well as they should and that can lead to hurt feelings. There seems to be an underling distrust of the employees. I found other department managers are not interested in responding to emails or helping other department employees do they best they could in their position. (My supervisor agreed with this but could never get things to improve.) One manager in particular would never respond and then chastise you for moving forward as best you could.

      avatar
      PlanMember Financial Response
      10y
      We’re happy to hear your experience was predominantly positive and that you felt supported and heard by the majority of your colleagues. Your initiative is admirable and an asset you will be able to apply anywhere you decide to work. Though responsiveness between departments is strongly encouraged and a basic show of respect, we understand this doesn’t always happen and will continue to improve on this for PlanMember employees.
      1.0
      Oct 11, 2024

      Poor Pay Discourages Most Employees, and Terrible Raises Make Them Quit

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      For more than thirty year, they have provided retirement planning solutions for people in public education, mission-driven organizations, and individuals and families.

      Cons

      The pay was pretty awful here. It was nowhere near the industry standards. Upper management must take the blame for it, as they didn't do a decent job of increasing pay with time. I could have tolerated the bad pay if the workloads were decent. They were not. The workloads were very stressful and exhausting. It was not worth it. The yearly raises were a joke and never met anyone's expectations.

      Viewing 4 - 6 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.