Working at M Financial Group | Glassdoor

M Financial Group Overview
Portland, OR
201 to 500 employees
Company - Private
Unknown / Non-Applicable
Since 1978, M Financial Group has been fueled by five core values—innovation, excellence, collaboration, leadership, and advocacy. With an exclusive community of Member Firms in the US, UK, and UAE, we are a leading financial services design and distribution company ... Read more

Mission: Everything we do supports our commitment to client advocacy and our focus on treating existing clients as well as new clients. We strive to make it clear that we care about our clients, their success, and the sustainability of our solutions.

M Financial Group – Why Work For Us?


We are seeking motivated, resourceful, and collaborative individuals to join our team.

Without great people, we would not be successful. The professionals who work at our Firms, and at our headquarters in Portland, Oregon, have helped us innovate, collaborate, and perform at the highest level for nearly 40 years.

If you have an entrepreneurial spirit and enjoy creating innovative solutions to complex problems in a collaborative environment, please consider joining our team.

We are a well-respected, dynamic, and fast growing company with great opportunities for self-directed professionals. We offer an exceptional work environment, a competitive salary, incentive awards, and ample opportunities for advancement.

  • Medical, Dental, and Vision Insurance
  • 401(k) Retirement Plan and Company Match
  • Group Long-Term Disability, Long-Term Care, and Life Insurance
  • Employee Assistance Program
  • Flexible Spending Accounts
  • Paid Parking and Mass-Transportation
  • Bike-Commute Subsidy
  • Paid holidays
  • Matching Gift Program
  • Service Awards
  • Tuition Reimbursement

With a Walk Score of 100, our location in the heart of downtown Portland in the Pearl District couldn’t be better. Here are the top 10 things you’ll love about working at M Financial Plaza:


Lobby area overlooking the Pearl District and Fremont Bridge
  1. With team members commuting to work from all over the Portland Metro area, our location is ideal with easy access to I-405, I-5, and I-84 freeways.
  2. Plenty of happy hour options are available: Henry’s, Deschutes, Fat Head’s, 10 Barrel, Rogue, and Bridgeport… need we say more?
  3. You never have to go far for a coffee with Starbucks, Peet’s, and Stumptown Coffee Roasters all within a few blocks.  And if you don’t feel like venturing out, you can brew your own at the office coffee bar.undefined
    M Team members at the coffee bar
  4. You can say you work in an energy efficient building. M Financial Plaza is LEED Gold certified.
  5. You have a free place to park on the weekends. M Financial offers paid parking to full-time team members. When the weekend rolls around, park in the underground parking garage, available 24/7.
  6. An abundance of lunch options are just a few steps away, including the nation’s largest concentration of food carts. The hardest part is picking one! If you prefer to brown bag it, you can visit with colleagues in the kitchen seating area or on sunny days, eat al fresco on the balcony.undefined
    Community lunch room
  7. Combine your daily commute with a workout! M Financial Plaza has secure bike storage, showers, and lockers.
  8. Shop until your heart’s content. The Pearl and West End neighborhoods host many boutiques and shops. In addition, Nordstrom, Macy’s and Pioneer Place are within walking distance.  
  9. Catch any Portland Streetcar within a two-block radius.
  10. Walk to Providence Park, home of the Timbers and Thorns. Not a soccer fan? The Blazers and Winterhawks play at the Moda Center, easily accessible with public transportation.

At M Financial Group, we pull out all the stops for our Halloween celebration and this year was no exception! The children of M Financial team members had the opportunity to dress in their costumes and trick or treat around the office. The following day, team members donned incredible costumes, played Halloween trivia, decorated pumpkins, and had a great time with one another at the Halloween party. Scroll down to see some of the best costumes.


The Disney Princesses – Belle, Mulan, Pocahontas, Merida, Snow White, Rapunzel, Cinderella, Anna, Elsa and Ariel


Winner for best individual Halloween costume – The Tapatio Man


Winner for best group Halloween costume – The Beatles from Abbey Road

M Financial Group Reviews

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Fred H. Jonske
11 Ratings
  • Helpful (4)

    "Evolving Environment, Bright Future"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Portland, OR
    Current Employee - Anonymous Employee in Portland, OR
    Positive Outlook
    Approves of CEO

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


    Strong Benefits (Commuter Benefits, Inexpensive & Quality Healthcare Plan)
    Intelligent Colleagues
    Flexible Management
    Ability to Control Your Career Destiny

    You are rewarded for your ambitions and have the ability to grow your knowledge beyond the scope of your immediate job duties. There are numerous opportunities within this organization's various business lines, and individuals who have been here for a longer period of time often have experience working in multiple departments. The firm encourages continuing your education and offers reimbursement for approved educational expenses. Other reviews mention dull employees-- I find the staff here to be some of the brightest I've encountered in my 10+ years of professional work, however due to the substantial cultural changes, the employees are lagging in their adjustment to the new environment.


    In the Midst of a Cultural Shift

    With any change comes pain, including disgruntled individuals who decide to leave the organization. Undeniably, M is still renovating the framework of the organization and there is ambiguity until that is done. However, the firm's actions are pointing to it becoming modernized and positioning itself for success.

    Advice to Management

    Find a way to incentivize individual performance to motivate employees to improve their contributions to the firm. Continue to modernize the company with a formal remote-work policy and pooled time off. Staff HR properly.

See All 27 Reviews

M Financial Group Interviews



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Getting an Interview





    Executive Assistant Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview


    I applied online. The process took 5+ weeks. I interviewed at M Financial Group in February 2017.


    There is a phone interview and if that goes well, they invite you in to meet the executive and another executive assistant. I felt well taken care of and welcomed during the interview process. Everyone was very nice and they each had a focus on company culture.

    Interview Questions

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M Financial Group Awards & Accolades

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