PlanMember Financial reviews

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.

We happily agree with the commenter that PlanMember is great place to start a career given the training provided to employees for a career in Financial Services, and in particular, Investments. We provide initial training, support for securities industry licenses and credentials and encourage work on industry committees and associations. This remains a competitive industry and the overall skills our employees gain at PlanMember are highly desirable, especially at firms that do not invest the time into training that PlanMember does. We also work very hard to create a friendly and fun workplace environment, while remaining professional as we are dealing with clients’ investment and retirement savings.