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.

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North Star Resource Group Reviews

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Phillip C. Richards
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    Current Employee - Financial Advisor in San Diego, CA
    Current Employee - Financial Advisor in San Diego, CA
    Positive Outlook
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    I have been working at North Star Resource Group full-time (More than 3 years)


    Independence Mentoring Program Advisors are happy to help one another creating a positive abundance mentality Focused on Medical and Attorney Markets Flexibility to make your own schedule High payout percentages compared to competing financial companies


    Difficult to start in the career lots of cold calls if you don't already have a network to prospect In the beginning you are over worked and under paid, and as years go on you will be under worked and overpaid

North Star Resource Group Interviews

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Interview Experience


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Getting an Interview


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Interview Difficulty




    Accepted Offer
    Neutral Experience
    Average Interview


    I applied in-person. The process took 2+ months. I interviewed at North Star Resource Group in March 2015.


    Overall it was a very long interview process. Before the steps began I was told to get interviews with other firms, this alone added 3 weeks to the interview process. Then once the actual interviewing began, I talked with about 6 current advisors so that was pretty close to another 6 weeks of interviewing.

    Interview Questions

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
100 Best Companies to Work For , Minnesota Business Magazine, 2015
Top 50 Wealth Management Firms , Minneapolis/St. Paul Business Journal, 2014
Top 25 Asset Management Firms , Twin Cities Business, 2014
Minnesota Business Ethics Award Finalist , MBEA, 2015
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Additional Info

Headquarters Minneapolis, MN
Size 201 to 500 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, Inc. Members FINRA/SIPC.| CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. 712145/DOFU 8-2013

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