Financial professionals

Developing financial experts who care

Helping financial professionals grow and succeed

At North Star, we believe when we invest in our financial professionals, they are positioned to serve their clients better and succeed in the career.

We exist to find and grow financial professionals who are committed to building long-term client-centered relationships by insuring against adversity, investing for opportunity, and planning for both.

Whether a professional joins North Star right after college graduation, from a career in another field, or after years in financial services, it’s our responsibility to set them up with the professional skills and ethical frameworks they can carry through their career with us.

Providing resources for whole-person financial planning

One of the most notable strengths of North Star’s business model is our resources. Sending unsupported financial professionals into the industry doesn’t help our company, and it especially doesn’t help the individuals and families who trust North Star’s reputation and advice.

North Star has developed specialized departments in marketing, disability insurance, long-term care, brokerage, investments, employee benefits, and Medicare supplement to ensure our professionals have everything they need to provide comprehensive advice and guidance.

North Star’s take on a comprehensive financial planning relationship not only helps foster a better client experience but also allows me to build sustainability in my business and personal life.

—Financial professional in San Diego

Equipping service-minded professionals for success

Retaining financial professionals and team members is more than a vanity metric for us.

We believe that by equipping capable and confident professionals, we are serving our communities with reliable financial advice, which is led by responsibility to the client, not the accolades of the professional.

Become a financial professional

As a financial professional, you can build a business that makes a difference. If you are a highly motivated individual and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you!

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your practice

At North Star, you are in business for yourself, but never by yourself. If you have an established financial services practice, but you are lacking the independence, resources, or income needed to expand, we want to help.

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