employer cover photo
employer logo
employer logo

PlanMember Financial

Is this your company?

Great Company, Great People - Purchasing Coordinator PlanMember Financial Employee Review

4.0
Jul 2, 2015
Recommend
CEO approval
Business Outlook

Pros

PlanMember really cares for its employees. They acknowlegde your accomplishments. Beautifully located on the bluffs overlooking the ocean. PlanMember offers many extra classes to help learn more about excel, time management, leadership skills and many more. They also encourage you to test and get your series licenses depending on your position within the company.

Cons

Not a whole lot of room for growth. The way the company is set up it's more of lateral movements and less of a promotion, UNLESS you aquire your licenses.

avatar
PlanMember Financial Response
11y
We are happy to hear that you’ve taken advantage of PlanMember’s EXTRA training classes. PlanMember believes it is our responsibility to do everything we can to empower employees to be more successful. This includes providing opportunities for professional development and support for employees that want or are required to earn one or more securities licenses. As a financial services company, employees with licenses naturally have more opportunities for professional advancement. Plus it makes good sense to get licensed because those employees have a better understanding of the industry and PlanMember’s unique place within it.

Explore other reviews about PlanMember Financial

4.0
Jun 12, 2026
Recommend
CEO approval
Business Outlook

Pros

Friendly work culture by beach

Cons

None that I can think of

See reviews by: Helpful|Rating|Date|All