North Star Resource Group is looking to find college graduate or career professional looking to transition for a financial advising position in Madison, WI. We are looking for a candidate join a team as an Associate Financial Advisor.  We are seeking to hire a team member whose primary role is to support the practice and quickly look to build their own book of business. Applicant must endeavor to be a full fledged financial advisor. You will work under the guidance of an experienced North Star financial advisor who is looking to groom this associate into a client facing financial advisor.

If you are looking to start or continue your advising career, gain mentorship from an established team, and eventually have ownership and autonomy; all while making a significant impact in your clients lives, this may be the perfect fit for you. By joining a practice and an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered practice.

Ideal candidates for this unique opportunity are college graduates soon to be. In addition, they have a history of making the right decision based upon their moral and ethical values. In this rare opportunity, you will learn more about sales and marketing in the financial services industry and what it takes to build a thriving and sustainable practice. North Star uses a comprehensive 3 phase training and development process that is designed to get you fully licensed and familiar with the North Star way of running a practice, and ultimately help you build a world class financial planning business.


Candidate Characteristics:

  • Entrepreneurial
  • Incredible sense of urgency
  • Self-starter
  • Want to help people or make a lasting impact
  • Interdependent
  • Highly motivated
  • Extreme desire to succeed and overcome obstacles
  • A need to have ownership in what you do
  • Fully Licensed/Registered (Series 7, 66, Life/Health/Disability) - NOT REQUIRED, AS WE WILL SPONSOR YOU FOR THESE EXAMS


Check us out on Glassdoor: “A very rewarding career after a lot of hard work” – Financial Advisor, (


We understand that it takes hard work to find success and we have designed a program that works to ensure that your hard work pays off! Additionally you will be joining a team that is driving success in their Madison Office.


Some of the benefits of joining North Star Resource Group include:

  • Competitive compensation package
  • Base compensation
  • Commission program
  • Bonus opportunities
  • Experienced Mentorship and Coaching
  • Comprehensive training and development program designed to ensure your success
  • Benefits package – Health, Dental and Vision
  • 401(k) retirement plan and Life & Disability insurance
  • Family owned and operated, successful organization


As part of this opportunity, you will work directly with a Senior Advisor who will become your mentor throughout the life of the position. In addition to  a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on building and sustaining your business.

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