Does PlanMember Financial pay their employees well?

According to anonymously submitted Glassdoor reviews, PlanMember Financial employees rate their compensation and benefits as 2.8 out of 5. Find out more about salaries and benefits at PlanMember Financial. This rating has decreased by 3% over the last 12 months.

How satisfied are employees working at PlanMember Financial?

49% 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, 3.0 for culture and values and 2.7 for career opportunities.

What are the top reviewed jobs at PlanMember Financial?

Customer Service Representative (5) , Service Center Representative (4) , Investment Analyst (3) , 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 6 reviews)); "Benefits and fellow workers are nice to your face." ((in 5 reviews)); "Consistent work, coworkers are awesome." ((in 4 reviews)); "Great work life balance." ((in 4 reviews))

What are the cons of working at PlanMember Financial according to real employee reviews?

"Salary is not competitive" ((in 6 reviews)); "Those who are "in" with the management are given higher raises, favored interviews, lenient disciplinary actions." ((in 5 reviews)); "If you are going to work here expect an average a 3% raise." ((in 3 reviews))

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PlanMember Financial

PlanMember Financial Reviews

3.1

49% would recommend to a friend

(68 total reviews)

Jon Ziehl

57% approve of CEO

53% positive business outlook

Ratings by category

3.2

Work/Life balance

3.0

Culture and values

2.8

Compensation and benefits

2.7

Diversity and inclusion

2.7

Career opportunities

2.6

Senior management

PlanMember Financial has an employee rating of 3.1 out of 5 stars, based on 68 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 Finance industry (3.7 stars).

Ratings by demographic groups

Ethnic group

Gender

Sexual orientation

Disability

Parent or family caregiver

Veteran status

Reviews by job title

68 reviews

1.0

Oct 3, 2025

Horror begins after training and starting real work!

Virtual sales assistant

Recommend

CEO approval

Business outlook

Pros

Everyone was doing great during training. It was the only time when it didn’t feel so stressful.

Cons

Horror begins after training and starting real work! Beware, the job isn’t as easy as they made it sound. Tasks were simple but it’s the most pressuring and most stressful thing! Most of my co-trainees didn’t last six months. Some were fired, some just couldn’t bear the stress that made the atmosphere toxic!

1.0

Jul 8, 2025

Micromanaged into the Ground

Investment analyst

Recommend

CEO approval

Business outlook

Pros

The beach-town setting is peaceful.

Cons

Every detail of our work was scrutinized to an extreme. There was no room for creativity or independent thinking. I felt like I had to justify every click, even if it slowed down performance. Stress built up fast in an environment that didn't trust its own experts.

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 1 - 3 of 68 Reviews

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Practice Management – Program Manager

Retail Sales & Partner Development Support (Advisory)

Advisor Marketing Assistant

Financial Services Representative -Tier 1

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PlanMember Financial

PlanMember Financial Reviews

Ratings by category

Ratings by demographic groups

Reviews by job title

Horror begins after training and starting real work!

Micromanaged into the Ground

Harassment of staff, unethical behavior, it's all terrible!

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