Working at PlanMember Financial | Glassdoor

PlanMember Financial Overview

Carpinteria, CA
51 to 200 employees
Company - Private
Investment Banking & Asset Management
Unknown / Non-Applicable
PlanMember is a leader in providing retirement planning and investment solutions to educational and non-profit employers and employees. Located in Carpinteria California, PlanMember’s fully integrated retirement planning, investment and annuity solutions are designed ... Read more

Mission: Make a Positive Difference for our Partners, PlanMembers and Employees through our Partnership for Success Program.

PlanMember Financial Reviews

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Jon Ziehl
6 Ratings
  • "A highly specialized financial services firm."

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Positive Outlook

    I have been working at PlanMember Financial full-time (Less than a year)


    I appreciate the collegial environment of this firm and it’s willingness to allow employees to work remotely. This helps the firm attract talent and instills trust in its employees. The training it provides new employees is exemplary. I am grateful to work for a financial services firm that offers a variety of financial product offerings to teachers and educators with an emphasis on customer service and support.


    I haven’t been exposed to any.

    Advice to Management

    Keep advocating for growth and development while doing your best to maintain that familial feel the company exudes.

See All 32 Reviews

PlanMember Financial Photos

PlanMember Financial photo of: PlanMember Headquarters
PlanMember Financial photo of: The view from the Bluffs behind the office.
PlanMember Financial photo of: Santa Barbara and Carpinteria Beaches
PlanMember Financial photo of: PlanMember Financial Center Exterior 1
PlanMember Financial photo of: PlanMember Financial Center Exterior 2
PlanMember Financial photo of: PlanMember Financial Center Lobby
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PlanMember Financial Interviews



Getting an Interview

Getting an Interview





    Software Engineer Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Difficult Interview


    I applied through college or university. The process took 4+ weeks. I interviewed at PlanMember Financial in November 2014.


    Initially made contact through my alma mater's career services department. First interview went about as expected, basic general get-to-know-you questions. Something I didn't expect (possibly because of my limited interview experience) was that the HR person who set up the interview had specifically asked over email to have a set time for that initial phone interview. That struck me as very professional and respectful of my time (since I was employed at the time by a different company).

    The HR person also laid out benefits, retirement options, etc., way more than I expected on a first phone interview. They inquired as to my desired salary upfront, and then we set up a second interview with another HR person. There were three in total before I interviewed with the person who would become my direct supervisor. That interview was particularly challenging, as the interviewer managed to hit on every single one of my weak points. From all of this, I gathered that they really did their research to be able to hit on what they needed to.

    From there, it was a Skype interview with my future manager, and a final phone interview with another team leader. In total, there were six separate interviews: 3 HR and 3 position-related. After that, it was a simple matter of getting paperwork completed.

    It was a long process, but ultimately very thorough and showed a high degree of professionalism and desire to get the most suitable candidate for the position.

    Interview Questions

    • If you are locked in a dark room with only a pen, name five things you can do with that pen.   1 Answer


    I gave them my desired salary, and they countered by saying I was asking for too little. There were two offices to work from and they allowed me to select which one I preferred.

See All 13 Interviews

PlanMember Financial Awards & Accolades

  • FT 300 Top Registered Investment Advisers, Financial Times, 2014

Pledges & Certifications

Veteran Hiring Commitment

Committed to helping America's military veterans find work

Pay Equality Pledge

Committed to paying equitably for equal work & experience

Career Advancement Program

Helping employees "upskill" into higher-paying positions

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