Opportunities for career changers
Find your new path as a financial advisor
Switching to a career as a financial advisor can be a rewarding choice for those seeking a fresh start. This dynamic field allows career changers to leverage their existing skills in problem-solving, communication, and strategic thinking while transitioning into a role that offers significant personal and professional growth.
Steps to becoming a financial professional at North Star
Our strategy to becoming self-sustainable and building a sound financial practice

Licensing and exams support
We provide mentors and financial support to help you through the licensing process to become a financial advisor. Lean on our study schedules and dedicated accountability partners as you balance exams with your life.

Ramp up to practice launch
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.

Grow your practice with support
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 advisor and trainer, who are your coaches as you begin your career at North Star.