North Star Resource Group Interview Questions
& Process

So, after I sent in my application through quick-apply, they got back to me the very next day to set up a phone chat for the specific location I was interested in. The recruiter I spoke with was super friendly and took her time explaining what the next steps would be. Keep in mind, this isn't just a job, it's pitched as a career opportunity, and they want you to put your own money into training, though they say they'll reimburse at least 1.5x the cost (~$600 if I remember right) if you pass all the required licensing. For the first two years after you're hired, you'll be building a client base and learning how to best serve them, with the official start of the role being after that two-year period. This seems like a fantastic path if you're committed to financial advising for the long haul, but maybe not the best fit if you're just looking for a low-commitment way to earn money. It sounded like a really great environment, but it wasn't quite what I was looking for, so I passed. The demanding licensing study requirements were also a bit daunting. However, if you're aiming for this career and have no prior experience, this place is ideal, as they hire recent college grads with no experience needed!

So after I applied, they set up a phone interview. The call was supposed to be at 11, but they didn't call me, so I ended up calling them. They didn't pick up at first, but emailed 30 minutes later saying they were held up in a meeting. The interview was basically them asking me about myself for about 10-15 minutes. After that, they sent over two personality tests that were pretty long to finish. Two days later, I got an email saying I wasn't the right fit for what they were looking for.

The internship interview process consisted of 4 rounds of interviews, as well as watching videos and writing papers about them. The first round was with the recruiter just going through your resume and a lot of behavioral questions. The second round was with an advisor in the office, mostly just getting to know you. The third round was with a new advisor mostly just to answer questions that you have, and the last interview is with the head of the department.

I found the job on my school's career site and got a call from the head recruiter for a quick 10-minute chat with some behavior questions. After that, I had to take an online personality test that asked about how I'd handle situations and what I thought my boss would want. Once I passed that, I met with the District Vice President and two other Financial Advisors. One FA talked about my personality quiz results and asked about my weak points, while the VP asked a lot of behavioral questions and pitched the company. Then, another FA answered my questions. For the next step, I had to write a report answering questions like why people fail in this industry and create a fake schedule. After submitting that, I met with the VP again to discuss the report and the position. He was very upfront about the job's demands, how tough it would be, and the financial strain initially, even reviewing my budget with me and emphasizing the effort required. The following task involved interviewing 8 people I knew about their finances and if they thought I'd succeed in the industry, not for prospecting but to gauge my comfort and outreach skills. Lastly, I had a final meeting with the CEO and VP, after which I received the offer.