employer cover photo
employer logo
employer logo

PlanMember Financial

Questa è la tua azienda?

Excellent place to launch a career in finance - Recensione dipendente - Service presso PlanMember Financial

5,0
9 feb 2021
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Friendly environment, support for continuing financial education and certification

Svantaggi

Brand is well-known in 403-B space, but limited notoriety when looking for jobs at other investment shops outside 403-B

avatar
Risposta di PlanMember Financial
4y
We happily agree with the commenter that PlanMember is great place to start a career given the training provided to employees for a career in Financial Services, and in particular, Investments. We provide initial training, support for securities industry licenses and credentials and encourage work on industry committees and associations. This remains a competitive industry and the overall skills our employees gain at PlanMember are highly desirable, especially at firms that do not invest the time into training that PlanMember does. We also work very hard to create a friendly and fun workplace environment, while remaining professional as we are dealing with clients’ investment and retirement savings.

Esplora altre recensioni su PlanMember Financial

1,0
3 ott 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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

Svantaggi

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!

Vedi recensioni per: Utile|Valutazione|Data|Tutto