Working at Finity Group | Glassdoor

Finity Group Overview

Portland, OR
1 to 50 employees
2011
Company - Private
Brokerage Services
$1 to $5 million (USD) per year
Unknown
Finity Group, LLC is an independent financial advising firm, with offices in Seattle, WA, Denver, Co, and Portland, OR, operating in all 50 states. We are a full service, comprehensive financial planning organization specializing in assisting physicians, dentists and other ... Read more

Mission: Finity Group serves to provide its clients clear direction and reliable advice for all aspects of their financial ... Read more

Finity Group Reviews

4.3
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  • "Great Culture"

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    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in Portland, OR
    Current Employee - Financial Advisor in Portland, OR
    Recommends
    Positive Outlook

    I have been working at Finity Group full-time (More than 3 years)

    Pros

    The company has an excellent marketing department to help you get started and on your feet. Past that point, they are open to ideas you would like to consider and will provide the resources you need to succeed. The company atmosphere is great and everyone has a shared interest in overall success. Not only as individuals, but as a company. There are also plenty of outside the work place team bonding activities.

    Cons

    Long hours up front, which can be expected in this industry. As long as you approach the position with a long term mindset and stay focused this is a great career.

    Advice to Management

    Keep up the good work, we love the encouragement and team activities that you prioritize within this firm. I have worked at other firms in this field and you blow away the competition.

See All 11 Reviews

Finity Group Interviews

Experience

Experience
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Getting an Interview

Getting an Interview
67%
33%

Difficulty

2.7
Average

Difficulty

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  1.  

    Financial Advisor Interview

    Anonymous Employee in Portland, OR
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through other source. The process took 2 weeks. I interviewed at Finity Group (Portland, OR).

    Interview

    Met with recruiter. Had one-on-one conversation with senior partner of company. Then met individually with several team members to ask them questions and get a good idea of what it was like to work here to make sure it would be a good fit for me.

    Interview Questions

    • They asked if I would take a risk and join the company when it was being started back in the fall of 2011   1 Answer
See All 3 Interviews

Finity Group Awards & Accolades

  • 100 Best Companies to Work For, OregonBusiness, 2013
  • Top Workplaces, The Oregonian, 2015

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