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Financial Planner Trainee Jobs in Kansas (NOW HIRING)

J.B. Hunt Transport Services, Inc.

Manager Trainee

Olathe, KS · On-site

$16.50 - $18.25/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Jbhunt

Manager Trainee

Olathe, KS

$16.50 - $18.25/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

Maverik Inc.

Store Director - Flex

Garden City, KS · On-site

$63K - $68K/yr

As a Store Director Trainee, you will undergo a thorough training program to prepare you for a ... Succession and Workforce Planning: Learn to manage succession planning, workforce planning, and ...

CSA Global LLC

IEWTPT Operator

Beverly, KS · On-site

$16.50 - $21.75/hr

Attends exercise planning, operations and integration meetings. * Operates the IEWTPT system in ... Trainers/Trainees. * Participates in exercise design based on training objectives with an ...

CSA Global LLC

IEWTPT Operator

Fort Leavenworth, KS

$16.75 - $22/hr

Attends exercise planning, operations and integration meetings. * Operates the IEWTPT system in ... Trainers/Trainees. * Participates in exercise design based on training objectives with an ...

Courtyard Topeka

Assistant General Manager

Topeka, KS · On-site

... from planning and development through recapitalization or disposition. Highgate continues to ... Meet all financial review dates and corporate directed programs in a timely fashion. * Hold a ...

The University of Chicago

Administrative Assistant

Arma, KS · On-site

$14 - $18.75/hr

Enhance and continually refine the onboarding process for new faculty, staff, and trainees, while ... Prepares financial and/or administrative reports. * Prepare special reports and summaries, assists ...

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Financial Planner Trainee information

What are the key skills and qualifications needed to thrive as a Financial Planner Trainee, and why are they important?

To thrive as a Financial Planner Trainee, you need a solid grasp of financial principles, analytical skills, and a relevant degree in finance, accounting, or a related field. Familiarity with financial planning software (like eMoney Advisor or MoneyGuidePro), CRM systems, and pursuing certifications such as CFP® are highly valued. Outstanding interpersonal, communication, and active listening skills help build trust and understand clients’ needs. These skills and qualities are crucial for delivering tailored financial advice, fostering client relationships, and building a successful planning practice.

What are some common challenges Financial Planner Trainees face during their first year, and how can they overcome them?

Financial Planner Trainees often encounter challenges such as building a client base from scratch, mastering a wide range of financial products, and staying current with regulatory requirements. To overcome these obstacles, successful trainees frequently leverage mentorship programs, participate in ongoing training, and actively seek networking opportunities within and outside their organization. Open communication with experienced team members and a proactive approach to professional development can significantly ease the transition and set the foundation for long-term growth in the field.

What is the difference between Financial Planner Trainee vs Financial Advisor?

AspectFinancial Planner TraineeFinancial Advisor
CertificationsOften pursuing certifications like CFP or similarTypically holds CFP, Series 7, or other licenses
Work EnvironmentEntry-level, training-focused roles in financial firmsClient-facing, providing financial advice and planning
Employer & Industry UsageUsed in firms training future plannersUsed across banks, independent firms, and financial institutions

The main difference is that a Financial Planner Trainee is an entry-level role focused on training and gaining experience, often working towards certifications like CFP. A Financial Advisor is a more experienced professional who provides direct financial advice to clients, often holding relevant licenses and certifications. The trainee role is a stepping stone toward becoming a fully licensed Financial Advisor.

What are Financial Planner Trainees?

Financial Planner Trainees are entry-level professionals who assist experienced financial planners and advisors in helping clients manage their finances, investments, and long-term financial goals. They typically undergo training programs to learn about financial products, client relationship management, and regulatory requirements. Their responsibilities may include conducting research, preparing financial plans, and supporting client meetings. Over time, trainees gain the experience and certifications needed to become licensed financial planners or advisors themselves.
What are the most commonly searched types of Financial Planner jobs in Kansas? The most popular types of Financial Planner jobs in Kansas are:
What cities in Kansas are hiring for Financial Planner Trainee jobs? Cities in Kansas with the most Financial Planner Trainee job openings:
Financial Planner Trainee jobs near you
Infographic showing various Financial Planner Trainee job openings in Kansas as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.
Manager Trainee

Manager Trainee

J.B. Hunt Transport Services, Inc.

Olathe, KS • On-site

$16.50 - $18.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

J.B. Hunt rating

6.9

Company rating: 6.9 out of 10

Based on 176 frontline employees who took The Breakroom Quiz

230th of 358 rated logistics

Job description

Job Title:
Manager Trainee
Department:
Supply Chain
Country:
United States of America
State/Province:
Kansas
City:
Olathe
Full/Part Time:
Full time
Job Summary:
Under general supervision, this position is responsible for learning the management of a small driver count and/or non-traditional shifts (including nights and weekends), ensuring safe and timely movement of freight, load assignment, and providing best-in-class customer service. This position will be trained to ensure compliance with DOT regulations. They are responsible for all drivers' compliance and company regulations while working with internal and external contacts to ensure the accurate planning, routing, monitoring, and delivery of freight and loads.
Job Description:
Key Responsibilities:
  • Learn to build and maintain positive professional relationships with drivers and safe, reliable outside carriers to ensure seamless new carrier set-up, minimize turnover, and maximize ongoing productivity
  • Fill in for absent or unavailable personnel and on special projects related to optimizing fleet operations and achieving profitability
  • Learn to utilize personnel management including training and orientation of drivers and/or employees including the training and assistance with internal and third party (customer) systems
  • Become proficient in maximizing efficiency of fleet operations and profitability and making recommendations for continuous improvement, measuring key performance indicators, and creating, maintaining and presenting customer specific reporting and financial analysis through face-to-face interactions at customer location
  • Gain knowledge on how to manage inventory, assets, customer pools and/or assignment of drivers to balance equipment in market
  • Learn to perform administrative duties such as payroll, management of the Net-Revenue budget, driver counseling, accident reviews, filing and documenting, resolving pay issues, analyzing P&L statements, invoicing and/or creating operational or financial reports
  • Learn to manage yard including checking/inspecting equipment, replacing parts (like mud flaps), completing repairs, etc., and coordinating with maintenance to ensure all regular preventative maintenance services are scheduled on time and all safety related mechanical issues are fixed for account equipment (as required)
  • Learn to work with drivers, customers, and company personnel to resolve service issues, routing and/or planning, mechanical problems, accessorial pay related issues, etc., as they occur throughout the day and, where necessary, when on call
  • Learn to maintain the Company's safety culture to include daily driver safety messages, monthly driver safety briefings, quarterly driver training, annual reviews, and enforce company policies to ensure DOT compliance and company safety requirements are being met
  • Learn to assign loads and plan, route, and monitor freight movement to provide safe, on-time service and meet customer requirements, including managing freight exceptions and driver ETA adjustments based on pick-up and delivery schedules, and other environmental factors on the road

Qualifications:
Minimum Qualifications:
  • Bachelor's degree in Business Administration, Transportation/Logistics, Supply Chain, or related field OR High School Diploma/GED with 1 year of experience in management, transportation/logistics, business administration, account management, or related field, and/or equivalent military experience
  • Willing to travel to account, customer, and company event locations when applicable
  • Ability to work across multiple shifts including nights and/or weekends if needed
  • Willingness to regionally relocate dependent on account assignment

Preferred Qualifications:
  • Experience managing a team
  • Anticipate, recognize, and deal effectively with existing or potential conflicts at the individual, group, or situation level
  • Ability to accurately analyze situations and reach productive decisions based on informed judgment
  • Ability to adapt to changing environments
  • Ability to establish and maintain healthy working relationships with clients, vendors, and peers
  • Ability to meet or exceed team/driver needs and expectations and provide excellent service in a direct or indirect manner
  • Ability to effectively transmit, receive, and accurately interpret ideas through various mediums
  • Ability to recognize, anticipate, and resolve organizational, operational, or process problems

This position is not eligible for employment-based sponsorship.
Compensation:
Factors which may affect starting pay within this range may include skills, education, experience, geography, and other qualifications of the successful candidate. This position may be eligible for annual bonus and incentives based on profitability or volumes in accordance with the terms of the Company's bonus and incentive plans, as applicable and in effect from time to time.
Benefits:
The Company offers the following benefits for full-time positions, subject to applicable eligibility requirements, as may be in effect from time to time: medical benefit, dental benefit, vision benefit, 401(k) retirement plan, life insurance, short-term and long-term disability coverage, paid time off commensurate with tenure (includes vacation and sick time), six weeks of paid maternity leave along with two weeks of paid parental leave, and six paid holidays annually.
Education:
Bachelors: Business Administration/Management, Bachelors: Supply Chain Management, Bachelors: Transportation Logistics, GED (Required), High School (Required)
Work Experience:
Business Administration, Customer Service/Account Manager, Management-Entry Level, Transportation/Logistics
Certifications:
Job Opening ID:
00634123 Manager Trainee (Open)
"This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions."
J.B. Hunt Transport, Inc. is committed to basing employment decisions on the principles of equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, persons with disabilities, protected veterans or other bases by applicable law.

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