North Star Resource Group

North Star Resource Group – Why Work For Us?

About North Star 


At North Star Resource Group, we approach our clients with a commitment to uncover their specific needs in order to help them achieve their financial goals.

Your relationship with North Star will be personal, comfortable and leave you feeling confident in your future. In this constantly- changing economy, we understand the challenges and obstacles that one faces on their way to financial security. That is why we offer a unique blend of stable and innovative products that provide you with the quality and value needed to protect your financial future. Our dedication starts with you and continues as you build your longstanding relationship with North Star.

North Star is proud of our hard working and recognized financial advisors – but our strength also comes from our national support team that includes disability insurance specialists, administrative support members, financial planners, investment specialists and brokerage services. We work together to develop a strong financial strategy for you and your family. We are a committed team of experts in the financial industry and continue our educational structure to provide quality advice for you.

Resources- Books Authored by North Star Management & Advisors

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North Star started with an office in Minneapolis and today holds offices in Dallas, Portland, Madison, Chicago, Phoenix and many more. With origins tracing back over 100 years, we have trained and supported some of the industry’s top financial advisors. We are one of the most respected and successful insurance based financial advising firms in the financial services industry and we strive to uphold our mission: Changing Lives, Forever©

But we can’t do it alone. North Star relies on our financial advisors to represent our values and put forward their expertise for our clients. We are dedicated to training, mentoring, and providing the resources needed to help our financial advisors succeed. North Star believes in training from the start, which is why over 80% of North Star’s advisors started with the firm straight out of college. We do not require extensive financial background, but the mindset to learn, grow and excel with North Star.

We are searching for a Candidate who is:

  • Motivated
  • Passionate
  • Competitive
  • Charismatic
  • Energetic
  • Confident
  • Coachable
  • Hard working
  • A goal setter

What We Offer

  • We offer a 4-year comprehensive paid training program.
  • The average first year income hovering within $45,000-$60,000.*
  • Career path track leading to becoming a partner in the firm.
  • Mentoring/management/leadership opportunities and programs available.


North Star's Training & Development Program

North Star offers a dynamic and comprehensive learning program to support and cultivate the success of our financial advisors. You will experience one-on-one professional development training with our New Advisor Liaison and you will grow under the guidance and expertise of your knowledgeable industry mentor. Your North Star mentor will have years of client relationship experience and a successful sales process for you to learn and adapt.

North Star recognizes three key concepts for advisors to grow their business:

Knowledge is Power

You will be introduced to many necessary education functions such as effective telephone skills, time management application, mandated state examination education, our unique sales process and relationship building. These are just a few of the skills that will collectively help you as an advisor.

Relationship Building

This focuses on North Star’s mission: Changing Lives, Forever®; and more specifically how you can change lives forever. As an advisor, you will be meeting and getting to know numerous individuals and their families. This will help strengthen your practice and ability to help your clients. Leaving your clients better off financially than when you found them is a wonderful feeling that is hard to describe. North Star will help you reach that goal in your career.

Success x 3

The ability to apply what you will learn, grow the right relationships and allow yourself the necessary patience will net you success. North Star dedicates its resources and mentors for you to achieve success as a North Star Financial Advisor.

Selection Process


Locate a Mentor


At North Star, we take pride in our commitment to train and develop motivated professionals towards a career they will love and look forward to. The financial services industry is a well recognized and booming profession, rated Top 5 Professions by CareerCast in 20121. It is our goal to guide and provide you the resources and tools needed to lead a successful career.

Is a Financial Advisor Career the Right Fit?

Choosing a career path can be a stressful and overwhelming process. There are several things you must consider when deciding if it is the right career. As a North Star financial advisor, these are only a few of the many tasks and duties you’ll uphold:

  • Work with many individuals and their families from various professions
  • Meet and collaborate with professional colleagues to build practices and partnerships
  • Become an expert in the products and services you provide
  • Grow your presence in the financial industry and establish yourself as an experienced professional
  • Have the opportunity to advance into a leadership role based on your performance
  • Be mentored and lead by top industry professionals while you are building your financial services practice
  • Help clients achieve financial security
  • Develop financial strategies to meet clients’ financial needs
  • Apply your financial knowledge and expertise
  • Obtain licenses and registrations that will support your career
  • Have the ability to continue your education and development

Do I have what it takes as a Financial Advisor?

To become a Financial Advisor, you must be committed, hard working, goal-oriented, coachable and a leader. In addition, you must be passionate about helping and changing your clients’ lives. This career requires high-spirited and passionate professionals who agree with our mission: Changing Lives, Forever©. Let us show you why this career was ranked #2 Best Business Jobs in 20132.

North Star Resource Group Photos

North Star Resource Group Reviews

38 Reviews
38 Reviews
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Phillip C. Richards
17 Ratings
  • 1 person found this helpful  

    Great experience

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Intern in Minneapolis, MN
    Current Employee - Intern in Minneapolis, MN

    I have been working at North Star Resource Group


    Develop relationship with mentoring advisor
    Develop confidence on the phone
    Tons of support from entire management team
    Learn about the industry through training sessions
    Learn how to be a professional


    It takes a certain type of person to work in this industry--you must be comfortable reaching out to people on the phone, as cold calling is the main duty you have as an intern.

    Advice to ManagementAdvice

    The management team is great. Down to earth and enjoyable to converse with. Very supportive, encouraging, and enthusiastic.

    Positive Outlook
    Approves of CEO

North Star Resource Group Interviews

Updated Oct 9, 2014
Updated Oct 9, 2014

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Intern Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied online. The process took 2+ monthsinterviewed at North Star Resource Group in September 2014.

    Interview Details

    Process took about 1.5 months, three phone interviews (one with recruiter, one with future mentor, one with regional manager), one in person interview, and a personality test. Had to fill out a really long booklet and prepare a marketing plan.

    Interview Questions
    Reasons for Declining

    I got a better offer somewhere else

    Declined Offer
    Neutral Experience
    Average Interview

North Star Resource Group Awards & Accolades

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Minnesota Business Ethics Award (Finalist), Society of Financial Service Professionals – Twin Cities Chapter and the Center for Ethical Business Cultures (CEBC) at the University of St. Thomas, Opus College of Business, 2014
Top 50 Wealth Management Firms, Minneapolis/St. Paul Business Journal, 2014
Top 25 Asset Management Firms, Twin Cities Business, 2014
Top Intern Employers, CollegeGrad, 2009
Top Entry Level Employers, CollegeGrad, 2009
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Additional Info

Headquarters Minneapolis, MN
Size 150 to 499 Employees
Founded 1969
Type Company - Private
Industry Finance
Revenue $25 to $50 million (USD) per year

With more than 140 dedicated financial advisors in over 32 offices in the United States, North Star is able to provide customized solutions to assist individuals, professionals, physicians and business owners. Our experienced and committed advisors offer access to a broad range of wealth management services, as well as diverse financial expertise and responsive service. This... More

Mission: Changing Lives. Forever.

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services... More

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