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

1.0

May 26, 2021

Decent if it is your starting job

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Office location and good coworkers

Cons

Pay was not a livable salary in Santa Barbara. Teams were understaffed which leads to high level of micromanagement.

2.0

Jan 25, 2019

Poor Bonuses

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

If you are in senior management the bonuses are great.

Cons

The pay raises are lower level employees. If you are going to work here expect an average a 3% raise. It is more reflective of a cost of living raise rather than a performance raise. There is no system in place for experience merit increases or experience/tenure raises.

2.0

May 18, 2018

Call center rep

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Potential to get liscenses Nice people for finance industry

Cons

Salary is not competitive Weak company culture Everyone is unhappy and always looking for other jobs

PlanMember Financial Response

8y

The service center is a great place to start in the financial services industry but I’m sorry you feel the salary and company culture are not right for you. This quarter PlanMember introduced an engagement platform called TINYPulse to survey and “take the pulse” of employees on multiple issues including employee satisfaction. We will use the insights to better define company values, strengthen morale and improve interdepartmental communication and processes. We implemented relaxed business attire for the entire summer and now have fun leisure activities around the office. We’re working to make more improvements and invite employees to give us ideas. - Angel Sugleris, VP Human Resources & Facilities Management

Viewing 16 - 18 of 69 Reviews

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