Becoming a financial professional

Start a career you love

Apply for our Advisor Development Program and Internship

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Why become a financial professional?

As a financial professional, you can build a business that makes a difference in this generation and the next.

Impact your community.

Help people and businesses become financially secure.

Make time for the important things in life.

Over time, you can earn autonomy and set your own schedule.

Become a lifelong learner.

Financial services are always changing, and you can be a part of a dynamic, evolving industry.

Be in business for yourself, but never by yourself.

Even though you will be your own boss, you will never lose the support of colleagues and senior financial professionals.

Uncap your income.

As a financial professional, you will have unlimited earning potential throughout your career.

“I love my career because of the independence of being your own boss and making your own schedule. Additionally, I love the opportunity to earn a great income, while making a positive impact in so many lives, very rewarding!”

—Jack Ryan, financial advisor

Who is a good fit to become a financial professional?

You don’t need to be a math whiz or have a degree in finance to succeed as a financial professional.

This business is about helping others, and if you are motivated to build relationships and coach others on their path to financial security, you may be a perfect fit as a financial professional.

We are looking for people who are:

  • Entrepreneurial / self-starter
  • Passionate about helping others
  • Competitive and driven
  • Well-connected in their communities
  • Hard workers
  • Coachable
  • A team player
  • Financially stable

Why choose North Star

Our training program

Our comprehensive training program prepares you for running a financial services practice. In four years, you will learn the skills and confidence needed to excel in the financial profession. Throughout the training, you will have access to a senior financial professional and trainer, who are your coaches as you begin your career at North Star.

Internship

As an intern, you will get to see and experience how a financial practice is run so you can identify if this profession is right for you. This is a temporary position, with the opportunity to move into full-time engagement at North Star.

The internship is not required for employment at North Star.

Request our full training brochure →

101 Training

YEAR 1

Your first phase of training as a full-time advisor will last about six months. You will be trained in essential skills for growing and running your practice, while learning about products and services offered, including comprehensive financial planning.

Request our full training brochure →

201 Training

YEAR 2

Your next phase of training continues with you gaining the knowledge and skills to connect with clients in a more meaningful way by learning the psychology behind building trust.

Request our full training brochure →

301 Training

YEAR 3 AND 4

During this phase, you will deep dive into the complex facts of financial solutions. As you run your practice, you will participate in scheduled learning sessions to build your long-term success in financial services.

Request our full training brochure →

Ready to get started?

Our thoughtful selection process details the steps we take to educate you on what can be expected and what it takes to succeed as a North Star financial advisor.

Step 1

  • Introductory interview / career overview
  • Selection / career assessments

Step 2

  • Interview with firm leaders and advisors
  • Review of North Star values
  • Get to know your senior advisor
  • Understand financing / compensation

Step 3

  • Background information booklet
  • Criminal background report and credit check
  • Contract and practice expectations
  • Daily, weekly and monthly expectations
  • Training calendar
  • Insurance licensing and securities registration plan

Step 4

  • Marketing and business plan strategies
  • Market Surveys
  • Your commitment to the career
  • The business owner mindset

Connect with our team

Hannah Mara
Hannah Mara

National Recruiter

Holly Meyer
Holly Meyer

Talent Acquisition Coordinator

Jake Deutschlander
Jake Deutschlander

National Recruiter

Mitch Zimmer
Mitch Zimmer

National Director of Recruiting and Professional Development

Apply for our advisor positions or training programs.

See open positions

Check out our full recruiting brochures