Cash reserves
Maya has no emergency fund.
See where finance can take you.
Don't just read about finance careers. Try them.
An immersive financial services career experience.
01 / Your first day starts now
You're the Financial Advisor.
Meet Maya. She finally has extra money each month and wants to make a good decision.
“I finally have some extra money. What should I do with it?”
02 / Professional thinking
Good decisions aren't always black and white.
The first recommendation opens up more questions. A professional weighs the whole picture.
Free money
What does the employer match require?
Debt
Her loan interest rate changes the tradeoff.
Goals
What does Maya need this money to do?
A financial professional doesn't start with a product. They start with questions.YOU JUST TRIED
FINANCIAL PLANNING. ↗
03 / Choose a direction
Finance is bigger than you think.
Where would you go next?
01 / OPEN IN DEMOBuild
wealth.
Financial Planning & Wealth Management
Advisor / Planner · Investment Management
Enter the advisor case ↗02 / PREVIEWMove money.Banking, Credit & Lending
Banking · Consumer / Business Lending · Mortgage
Would you approve the loan? ↗03 / PREVIEWProtect what matters.Risk & Protection
Insurance · Risk Management
How much risk would you take? ↗04 / PREVIEWSolve the puzzle.Tax & Financial Strategy
Tax Preparation / Planning · CPA Perspective
Can you spot the tax opportunity? ↗04 / Find your lane
Which one might fit you?
Five questions. No finance degree required. Follow your instincts; this is a place to explore, not a verdict.
Start the 60-second Career FitFind Your Lane01 / 05
A friend comes to you with a money decision. What part grabs you first?
Your finance lane
ONE ROLE WORTH TRYING
You may enjoy work involving:
This isn't telling you what career to choose. It's showing you one worth trying.See the 30-Day Experience
Five questions. No finance degree required.
Which kind of challenge sounds most satisfying?
- Build a long-term plan with someone
- Decide whether a loan makes sense
- Help someone prepare for uncertainty
- Untangle a complicated set of rules
Pick a skill you would enjoy using every day.
- Listening and explaining
- Analyzing and negotiating
- Anticipating and protecting
- Researching and problem solving
A case file lands on your desk. Which question do you ask?
- What matters most to this person?
- Can this decision be funded responsibly?
- What happens if things change?
- What details are we overlooking?
At the end of the day, you want to say:
- I helped someone see a clear path.
- I helped make a smart deal possible.
- I helped protect what matters.
- I found a better way through the puzzle.
05 / The curtain pulls backThis was the trailer.
This was the trailer.
Imagine doing this for 30 days.
Enter Northstar Financial Group as a new associate. Realistic cases, four career rotations, and decisions that make the work tangible.
ENTER AS AN ASSOCIATE · ROTATE THROUGH FOUR CAREER WORLDSWELCOME TO NORTHSTAR FINANCIAL GROUP
Your first assignment is waiting.
Jordan TaylorAssociate · New hire
CAREER ROTATIONS · 0 / 4Financial Planning / Client discovery
NEXT: Review client case → Ask better questions → Make a recommendation
06 / How a rotation works
Step into the work.
Each career has a problem to solve, technology to use, and a human decision to make.
The Problem
Why does this profession exist?
The Practice
What would you do?
The Technology
How is AI changing the work?
The Human Edge
Where do judgment, empathy, ethics and relationships matter?
The Interview
Can you explain what you learned?
07 / Other Side of the Desk
See it from both sides.
Three quick glimpses. One useful shift in perspective.
01 / Investing01 / 03
THE PROFESSIONAL
You're building an investment strategy for a client.
YOU
Now imagine building one for yourself.
What stays with you
Risk · Compounding · Diversification · Fees
INVESTING
You're building an investment strategy for a client.
Now imagine building one for yourself.
Risk · Compounding · Diversification · Fees
CREDIT & BORROWING
You're evaluating a loan application.
Now you're making your own borrowing decision.
Credit · Interest · Loan terms · Total cost
INSURANCE
You're protecting a client's family from financial risks.
Now you're deciding how to protect yours.
Coverage · Risk · Tradeoffs
Learn the career. Understand your money.
08 / The Money Playbook
Whatever career you choose, you still have to manage your own money.
The career experience ends.
What you learn about money stays with you.
Build your own Playbook as you work through Northstar's career rotations. Every decision adds something useful to take with you.
BUILT BY YOU · ROTATION BY ROTATIONThe Money
Playbook
- Credit
- Investing
- Insurance
- Taxes
- Borrowing
- Retirement
09 / No Wrong Outcome
Your path is yours.
Maybe you'll discover your career.
Maybe you'll discover finance isn't for you.
Either way, you'll understand your money better.
See where finance can take you.Don't just read about finance careers.