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

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.

2.0

Oct 2, 2012

Nice people, nice location, but I don't get the sense that anyone cares.

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Nice coworkers, nice location, decent benefits,

Cons

Salary, rude employees are acceptable, do't get the sense that there is genuine caring of the employees- benefits or events are more just for show.

PlanMember Financial Response

11y

We’re sorry that your experience with PlanMember was not positive. Our goal is to treat every employee professionally and with respect, and to create a culture that fosters learning and growth. We value feedback that can help us improve the work environment at PlanMember. For example, we’ve recently implemented career development programs designed to cultivate peer communication, improve managerial skills, and more. If you’d like to share additional feedback, I would appreciate the chance to hear about it. Please contact me at angel@planmember.com. Thank you again for your comments.

4.0

Oct 8, 2009

A beautiful place for a balanced life

Investment analyst

Recommend

CEO approval

Business Outlook

Pros

PlanMember has an excellent location near Santa Barbara, CA, with offices overlooking the Pacific Ocean. The company is a market leader in providing a fee-based platform for independent financial advisors, with an emphasis on retirement accounts. PlanMember fosters a collegial environment and its small size creates a relaxed, unbureaucratic atmosphere.

Cons

As a consequence of being a small company, there is little upward mobility. While employees are encouraged to continue their learning through formal and informal paths, there is little financial or other reward for doing so. Management is somewhat secretive, but does communicate regularly on general topics of company-wide targets and strategy.

PlanMember Financial Response

11y

Small company, big heart! PlanMember is growing and with that growth there are many new opportunities for employees with thoughtfully considered career objectives. Please feel free to contact me about open positions.

Viewing 67 - 69 of 69 Reviews

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