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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
      1.0
      May 5, 2018

      Operations

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      The location on the bluffs in Carpinteria with access to trails.

      Cons

      More than half of the company is unhappy and are secretly looking for other jobs. Favortisim is so prevalent. Run don't walk away from PM!!

      avatar
      PlanMember Financial Response
      8y
      PlanMember has happy employees, evidenced by the more than 30% who have been with the company for more than 10 years, but it’s not the right place for everyone. I’m sorry your experience was not what you were hoping and we wish you the best in the future. - Angel Sugleris, VP Human Resources & Facilities Management
      4.0
      Mar 15, 2017

      Great workplace community

      Web developer
      Recommend
      CEO approval
      Business Outlook

      Pros

      The community here is great. Even during crunch time, there's a strong sense of camaraderie and teamwork. Supervisors are open to helping employees who are struggling and are very focused on helping their team succeed to the best of their ability. Benefits (medical, dental, etc) are great. Employee contributions are valued.

      Cons

      Salary leaves something to be desired. It's not bad, but it's still below industry average. The yearly salary increase is percentage-based, so you won't see substantial increases for a number of years. Communication between departments is often confusing.

      avatar
      PlanMember Financial Response
      8y
      Part of the appeal of working at PlanMember, as you mention in your review, is the people, as well as the location and lifestyle that Santa Barbara offers. Salary offers are unique to each employee and based on prior experience, education, certifications, securities licenses and other factors, so applying an industry standard is not always a primary consideration. The HR team is available to speak with you personally about your situation, so please reach out to them.
      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!

      Viewing 10 - 12 of 69 Reviews
      Related searches: PlanMember Financial jobs | PlanMember Financial salaries | PlanMember Financial benefits | PlanMember Financial interviews
      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.