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

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

Apr 11, 2023

Great people, great benefits and beautiful location

Hr generalist

Recommend

CEO approval

Business Outlook

Pros

They have amazing benefits! Provide catered lunch once a week and a monthly treat. There’s a fairly packed events calendar with employee engagement events and wellness education.

Cons

Traffic if you live south of Carpinteria.

3.0

Nov 28, 2022

Opportunities to gain experience, good location, not well paying

Financial services representative

Recommend

CEO approval

Business Outlook

Pros

Small Company vibe, good for getting experience, friendly people, great location

Cons

does not pay especially well

3.0

Oct 18, 2022

Solid way to get your licenses, backbreaking call volumes

Service center representative

Recommend

CEO approval

Business Outlook

Pros

Great way to get into the industry, get your licenses, and have a well-planned support structure for the start of your career. Managers are kind and look out for you, and push you to advance in the company after 2 years. Gets you a lot of customer service experience that will overall set the foundation for wherever you go. Company is growing and doing well overall, it seems.

Cons

High call volumes and busy work can be stressful, so know that going in. Lots of advisors and their clients can be difficult to work with for little reason. Relatively low pay, but it is a starting point. High turnover rate means your team is changing a lot, and that can be demotivating to see your colleagues leave. Technology can be finicky and you have to explain to people that it's just broken sometimes.

Viewing 19 - 21 of 69 Reviews

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