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

4.7
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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 10 Reviews

Finity Group Interviews

Experience

Experience
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Getting an Interview

Getting an Interview
67%
33%

Difficulty

2.7
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  1.  

    Intern Interview

    Anonymous Employee in Seattle, WA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 2 weeks. I interviewed at Finity Group (Seattle, WA) in May 2016.

    Interview

    Long phone interview with operations manager than one of owner of the company. Great people, however they do have a culture of hard work and make that very clear. Mostly behavior questions but some asking about knowledge of the advising industry and your aptitude for it.

    Interview Questions

    • How does your personality fit with the culture of a eat what you kill environment?   1 Answer
See All 3 Interviews

Finity Group Awards & Accolades

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

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

Diversity Commitment

Has programs that support a diverse and inclusive workforce

Pledge to Thrive

Taking steps to prioritize employee well-being

First Job Programs

Maintain entry-level hiring and career development programs to give people career starts

Fair Chance Pledge

Maintain hiring/training programs for those with criminal records as an opportunity for a second chance

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