PlanMember Financial

A beautiful place for a balanced life - Investment Analyst PlanMember Financial Employee Review

4.0

Oct 8, 2009

Recommend

CEO approval

Business Outlook

Pros

PlanMember has an excellent location near Santa Barbara, CA, with offices overlooking the Pacific Ocean. The company is a market leader in providing a fee-based platform for independent financial advisors, with an emphasis on retirement accounts. PlanMember fosters a collegial environment and its small size creates a relaxed, unbureaucratic atmosphere.

Cons

As a consequence of being a small company, there is little upward mobility. While employees are encouraged to continue their learning through formal and informal paths, there is little financial or other reward for doing so. Management is somewhat secretive, but does communicate regularly on general topics of company-wide targets and strategy.

PlanMember Financial Response

11y

Small company, big heart! PlanMember is growing and with that growth there are many new opportunities for employees with thoughtfully considered career objectives. Please feel free to contact me about open positions.

A beautiful place for a balanced life - Investment Analyst PlanMember Financial Employee Review

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