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

PlanMember Financial reviews

3.1

50% would recommend to a friend

(69 total reviews)

Jon Ziehl

58% approve of CEO

55% positive business outlook

Company ratings over time

Ratings trend for the last 6 months (69 reviews)

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

4.0

Oct 28, 2014

Financial Advisor

Financial service representative

Recommend

CEO approval

Business Outlook

Pros

Your on your own. Nice product platform.

Cons

The independent rep business is tough.

PlanMember Financial Response

11y

We understand that being an independent rep comes with both significant challenges and opportunities. That’s why PlanMember provides comprehensive training support for registered reps, along with a diverse platform of products to fit the needs of virtually every client. We’d like the opportunity to discuss how we can better help you build your business.

3.0

Sep 20, 2014

Not ideal for me

Financial service representative

Recommend

CEO approval

Business Outlook

Pros

Good benefits/ days off. Considerate management staff & HR is on top of it. Continued learning.

Cons

You have to make a commitment of 3 years in the service center to ever get promoted from that job. Have to pass exam after exam after exam. I was told that I had to complete 2 exams but when I was hired I heard about an additional 1, and another 1 that I could take to improve my chance of being promoted. The work life balance is horrible- you have to study everyday when you get home for years- no family or friend time. Parking is a disaster. People leave all the time because there is no room for promotion here. They don't pay enough for everything they expect.

PlanMember Financial Response

11y

Thank you for providing honest feedback. Insights such as yours help us improve communication with employees and the overall PlanMember work environment. Securities exams are standard in the finance industry and without them we could not serve our clients. Having the opportunity to earn securities licenses is a key reason many individuals choose PlanMember. These exams can be difficult and we work diligently to improve training and test preparation support to maximize our employees’ chances of success. If you have additional feedback, please reach out to me at angel@planmember.com.

5.0

Jan 22, 2014

Amazing Experience

Staff accountant

Recommend

CEO approval

Business Outlook

Pros

Great location and corporate culture

Cons

None I have to say I had no cons to tell about this organization

PlanMember Financial Response

11y

We love a positive review and are glad you had a good experience at PlanMember.

Viewing 64 - 66 of 69 Reviews

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Jobs at PlanMember Financial

Retail Sales & Partner Development Support (Advisory)

Advisor Marketing Assistant

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