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PlanMember Financial

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PlanMember Financial reviews

3.1

50% would recommend to a friend

(24 total reviews)

Jon Ziehl

58% approve of CEO

55% positive business outlook

Reviews by job title

24 reviews

Reviews about "Compensation"

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3.0
Oct 18, 2022
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.

1.0
Sep 8, 2022

Be Careful

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Sponsor you for licenses. Luncheons. The view

Cons

Not much room for growth unless you are white. The minorities are there for years with no promotion and they bring in white people who get promoted fast with same education and less experience. Literally no black people work there. Minorities with degrees have been referred to the mail room. The pay is not competitive and the trade off is they pay for coffee and creamers.

2.0
Sep 17, 2021

Company review

Recommend
CEO approval
Business Outlook

Pros

One of the perks of working here is location. In beautiful Carpinteria right by the bluffs and ocean.

Cons

The company culture is very outdated. Also the policies. Need to keep up with the times and a better more positive atmosphere for employees. The salaries need to be a lot better for cost of living in the area. Especially in the financial industry.

Viewing 7 - 9 of 24 Reviews

Glassdoor has 73 PlanMember Financial reviews submitted anonymously by PlanMember Financial employees. Read employee reviews and ratings on Glassdoor to decide if PlanMember Financial is right for you.