North Star Resource Group Reviews | Glassdoor

North Star Resource Group Reviews

Updated May 15, 2017
21 reviews

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4.0
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Edward G. Deutschlander
5 Ratings

21 Employee Reviews

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Pros
  • 1/3 of the Financial Advisors are fun, and bonus their support staff since the company decided to stop giving raises 5 years ago (in 5 reviews)

  • Jacobs Financial is great place to work (in 5 reviews)

Cons
  • If you really wan't to be considered for a full time job, you must put in some pretty long hours (in 7 reviews)

  • Takes a lot of hard work and long hours to build successful practice (in 6 reviews)

More Pros and Cons

  1. "Marketing Title"

    Star Star Star Star Star
    • Culture & Values
    • Career Opportunities
    • Senior Management
    Former Intern - Intern Marketing in Minneapolis, MN
    Former Intern - Intern Marketing in Minneapolis, MN
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at North Star Resource Group as an intern (Less than a year)

    Pros

    Flexibility, great work environment, kind staff, included in conferences, learn about the company from experts

    Cons

    Cold calling, list building, low rate of contacted prospects being interested


  2. "Client Relationship Coordinator"

    Star Star Star Star Star
    Former Intern - Anonymous Intern in Boston, MA
    Former Intern - Anonymous Intern in Boston, MA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at North Star Resource Group as an intern (Less than a year)

    Pros

    Loved the atmosphere, mentors were very helpful and were more than willing to help with anything, great leadership and teamwork, positive environment

    Cons

    Lot of cold calling as mentioned in the interview process but great for skill building, marketing and overcoming adversity, want to learn more about retirement and 401k planning

    Advice to Management

    Continue to mentor, stay positive and encouraging throughout the process, diversify tasks and more hands on financial planning meetings and advice


  3. "Marketing Intern on behalf of Shaun McDuffee"

    Star Star Star Star Star
    Current Intern - Anonymous Intern in Bee Caves, TX
    Current Intern - Anonymous Intern in Bee Caves, TX

    I have been working at North Star Resource Group as an intern (Less than a year)

    Pros

    It's a great company with amazing values and they really care about their employees. The training seems very sufficient to set-up one for success in the future.

    Cons

    Lots of marketing required, independently contracted so I have to take out my own taxes.


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  5. "Great mentorship opportunities, but poorly executed"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Intern - Marketing Intern in Minneapolis, MN
    Former Intern - Marketing Intern in Minneapolis, MN
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at North Star Resource Group as an intern (Less than a year)

    Pros

    Charismatic leadership
    Improve soft skills (professionalism, phone communication, problem-solving)
    Sales experience
    Open-door policy

    Cons

    The interns are not truly viewed as potential full time advisors by the mentors. The internship seemed ineffective in terms of marketing or true finance application. It sets up future financial advisors relatively well in terms of networking, but not enough real experience beyond the case study.

    Advice to Management

    I wish I had been exposed to the financial software and retirement planning tools, not simply cold-calling and compiling lists of names and phone numbers.


  6. "Good Experience"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Market Research Intern in Minneapolis, MN
    Former Employee - Market Research Intern in Minneapolis, MN
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    It was a great experience. Lots of cold calling but great or the right person.

    Cons

    Really none to speak of.

    Advice to Management

    Keep doing what you're doing!


  7. "Marketing Intern"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Intern - Financial Planning Intern in Minneapolis, MN
    Current Intern - Financial Planning Intern in Minneapolis, MN
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at North Star Resource Group as an intern (More than a year)

    Pros

    The program offers a great overview of key knowledge to the Financial Advising career path.
    There is are reoccurring opportunities to connect with management and other advisors.

    Cons

    It's a growing firm so the technology is a little behind.
    Not all mentor-intern relationships are as interactive as they should be.

    Advice to Management

    Try to incorporate more group projects for the interns to work on so they may learn more from each other.


  8. "Work Hard, Play Harder"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Intern - Client Relationship Coordinator in Philadelphia, PA
    Current Intern - Client Relationship Coordinator in Philadelphia, PA
    Recommends
    Positive Outlook

    I have been working at North Star Resource Group as an intern (Less than a year)

    Pros

    Great company culture within small business
    Mentorship affective in helping to learn the business
    Great sales experience and great jump start on filling your funnel to build clientele at an early stage
    Sky is the limit

    Cons

    Cold calling is main part of the job and can become tedious at times
    Have to face rejection every day
    Small hourly wage, but pay is based on performance
    Long work weeks are a norm, most full time employees work 70-80 hrs per week in the earlier stages of their practice


  9. "Great Internship Experience"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Intern - Intern in Austin, TX
    Former Intern - Intern in Austin, TX
    Recommends
    Positive Outlook

    I worked at North Star Resource Group as an intern (Less than a year)

    Pros

    A lot of access to Sr. Management. You get a good luck at what a full-time position at the company is really like. It is very possible to get a job offer after the internship program is finished.

    Cons

    Not a lot of variety in the internship program. It mostly entails doing the same thing (data entry) day-after-day.


  10. "It's always a learning experience."

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Portland, OR
    Current Employee - Anonymous Employee in Portland, OR

    Pros

    They work with you. The portland branch is growing and presents great opportunities for the broad minded. The people are friendly and great to work with.

    Cons

    Communication between the branch offices is not always great. I believe this is mostly because NorthStar is a fairly large comany.

    Advice to Management

    Hire another staff member. The staff needs a little help, even if it is just one person at part time.


  11. Helpful (1)

    "Great people to work with"

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Sales/Recruiting Intern in Minneapolis, MN
    Former Employee - Sales/Recruiting Intern in Minneapolis, MN
    Recommends

    Pros

    Definitely a laid back atmosphere compared to other financial firms I've been with.
    A lot of focus on personal and professional growth.
    Great people that will take the time to talk to you about anything you feel is relevant.

    Cons

    Sometimes there was very little guidance on what tasks need to be done.
    People are very straight to the point and don't consider political correctness.

    Advice to Management

    Awesome group of senior leaders who are very good examples on how to be successful.


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