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Financial Planner Trainee Jobs in Michigan (NOW HIRING)

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its ...

... planning duty assignment performance evaluation recognition andbelonging mindset in the workplace ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... planning duty assignment performance evaluation recognition andbelonging mindset in the workplace ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... planning duty assignment performance evaluation recognition andbelonging mindset in the workplace ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

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Showing results 41-60

Financial Planner Trainee information

See Michigan salary details

$30.9K

$80.2K

$126.7K

How much do financial planner trainee jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial planner trainee in Michigan is $80,190.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,100.00 and $90,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial planner trainee?

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 is a financial planner trainee?

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 Michigan? The most popular types of Financial Planner jobs in Michigan are:
What cities in Michigan are hiring for Financial Planner Trainee jobs? Cities in Michigan with the most Financial Planner Trainee job openings:
Infographic showing various Financial Planner Trainee job openings in Michigan as of June 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $80,190 per year, or $38.6 per hour.

Mortgage Loan Officer Trainee

loanDepot

Farmington Hills, MI • On-site

$70K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 24 days ago


loanDepot rating

7.8

Company rating: 7.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz


Job description

Position Summary:   

Our Direct Sales channel is at the core of who we are at loanDepot—a consumer direct marketing powerhouse focused on providing excellent service to our customers across all 50 states. Our direct lending channel, comprised of both seasoned mortgage veterans & our own home-grown Lending Officers, receive daily warm transfers from our call center agents to recommend loan solutions in accordance with lending guidelines and mortgage policy. Our Lending Officers put their clients’ needs first to pre-qualify and provide a consultative, customer first approach, to determine the loan program that best fits their specific financial goals.  

Responsibilities:   

  • Licensed Lending Officers receive a high-volume lead flow of online customer contacts daily from our call center. 
  • Will present loanDepot’s competitive edge, evaluate customer needs, and sell valuable financial solutions to clients across the country.
  • Builds rapport, analyzes financial situations, and determines the appropriate loan product to meet their client’s goals.
  • Educates clients on how to better manage their mortgage and debt.
  • Assists clients through the loan process from application to closing.
  • Maintains minimum production standards including originations & fundings.

 Requirements:   

  • 2+ years of recent mortgage origination experience in a similar direct lending environment REQUIRED.
  • Must be willing to commute to one of our offices in Irvine CA, Southfield MI, Franklin TN, or Scottsdale AZ. Remote will be considered on a case-by-case basis.
  • NMLS SAFE ACT compliant, holding 5 or more active state licenses REQUIRED.
  • Proven production of top performance in alike model REQUIRED.
  • Flexible and adaptable, learns and reacts quickly at a faster than average pace.
  • Excellent customer service & follow through—were here to take care of our clients.

The Perks:   

  • Compensation--Competitive compensation package which includes base wage in addition to a BPS commission structure with additional kickers.
  • Training/Licensing-- Company provided sales training, in addition to continuing education & licensing support. 
  • Marketing machine—on average, 10+ quality leads transferred to our Lending Officers daily.
  • Competitive pricing--we fight for every deal to support our clients.
  • Quick turn times-- we understand we must close quickly.
  • Benefits-- excellent benefits package including multiple health, dental, and vision options, HSA/FSA plans, volunteer paid hours, tuition reimbursement, pet coverage, company paid life insurance and more!
  • Financial Planning-- 401K with company match.

About loanDepot:
loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.
Base pay is one part of our total compensation for Licensed Lending Officers. The base pay for this role is determined by your state's minimum wage and county requirements. In addition to an uncapped commission plan.  Ramp-up bonuses are possible, based on a proven record of recent production.  

We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.  

Company Description

loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.

The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.

Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457


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