Decent pay, nice office, few career opportunities - Analyst M Financial Group Employee Review

2.0
3 Oct 2019
Recommend
CEO approval
Business outlook

Pros

- Great location in the Pearl with lots of restaurants, bars, entertainment and gyms in the area. Right next to Powell's and Whole Foods and close to several Trimet lines. - Transportation benefit gives you the option of free onsite parking or free Trimet pass with additional bonuses for bikers/walkers - Pay is decent with a nice annual bonus based on company performance metrics. Salary is negotiable when you get hired. - Great, brand new gym - Kind, intelligent, motivated coworkers who are typically very good at their jobs - Great health insurance package (dental is just okay) - Company is working on hiring for diversity, but right now the company is very white (par for the course in Portland) - Remote work opportunities sometimes available, but depends on your job and manager. Some requests for remote work are rejected for unclear reasons. - Technology is pretty up to date

Cons

- No transparency from the "Leadership Team" at all regarding how well the company is doing or what future plans are. In general, the leadership team acts like they're above mingling with the rest of the employees, or like even smiling and greeting other employees when passing in the halls. - HR seems to be really bad at hiring and it results in many employees doing twice the amount of work they should be doing. There is also very high turnover for a company of this size. - There is no clear path to promotion, and often it can feel like M is trying to artificially hold you back from being promoted in order to save money in the short-term. In the long-term, they will lose good employees that they keep short-changing to save a buck. It does not feel like hard work gets you very far at M. - Unless you're involved in one of the company's five "strategic initiatives" it will constantly feel like your team and work is forgotten in the scope of what the company wants to do, and you will feel easily disposable. - Most employee engagement and social activities seem to be coming from the bottom-up because the leadership team isn't interested in the activities. A lot of activities seem to be scheduled at the last minute with very little advance notice, making it hard to set aside work or re-schedule life activities in order to participate. - Shockingly bad retirement package for a wealth management group - Low morale among employees and widespread gossip due to total lack of transparency from company leadership or HR - A LOT of totally meaningless business jargon thrown around by leadership and management. It sometimes felt like working in the Twilight Zone. The annual performance assessment had questions that were rendered incomprehensible because they were jammed with important-sounding doublespeak that could have easily been stated in plain English. Some managers handed out an explanatory document to employees to "translate" some of the questions so we could even answer them. M leadership seems to value sounding big and important over being understood by the employees doing the work.

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M Financial Group Response
6y
Thank you for taking the time to share your observations! We appreciate you bringing these items to our attention so that we can improve the employee experience with all levels of our company, including the Leadership Team and our Human Resources Department. Many of the areas you have addressed are areas we are focused on enhancing. To your point on scheduling last minute activities, we agree and are actively working on improving our scheduling and communications so our employees can participate more. We also understand and see the value of greater transparency and clarity, whether in the performance management tool or overall company direction. We’ll continue to work on these!

Explore other reviews about M Financial Group

5.0
25 Mar 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I love working here, it’s a great fit for the right strengths. If you’re an adaptable, tenacious, problem solver, you’ll thrive. There are repetitive and unique tasks that arise, satisfying both needs for structure and challenge. I’ve watched our CEO grow with his delivery during town halls and office interactions.

Cons

Internal communications could be more streamlined and centralized; the majority of communications target the field and associates could benefit on less formal internal communications of what’s occurring within business units.

avatar
M Financial Group Response
2mo
Thank you for your review! We agree that M Financial is a rewarding workplace experience for motivated individuals committed to achieving success. Our employees are our greatest strength, and the attributes you outline in your review are among those we value and reward as a company. We appreciate the feedback regarding our approach to communications and will consider it in our efforts going forward.
1.0
29 May 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Modern office space and generally pleasant physical work environment.

Cons

Leadership appears to equate visibility with productivity. Employees are closely monitored, and minor deviations from expected routines can receive disproportionate attention. The culture often feels less focused on results and more focused on ensuring people are visibly performing work at all times. Note: the lowest pay in the industry. There is a noticeable gap between stated values and day-to-day management practices. Professional adults are treated as though they require constant oversight, which creates an atmosphere of distrust. Rather than empowering employees to succeed, management frequently defaults to control, criticism, and second-guessing. Training and development expectations are often unrealistic. Employees are expected to rapidly absorb complex material while simultaneously maintaining full workloads and navigating shifting expectations. Success is expected, but meaningful support is inconsistent. The organization would benefit from spending less time monitoring employees and more time addressing strategic priorities, process improvements, and retention concerns. Talented people do not leave because the work is difficult; they leave because they are exhausted by unnecessary management friction.

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