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Financial Planner Trainee Jobs in Romeo, MI (NOW HIRING)

... finance/accounting, research and development, quality assurance and human resources to ensure ... Demonstrated planning, analytical, problem-solving, and decision-making skills. * Basic proficiency ...

... finance/accounting, research and development, quality assurance and human resources to ensure ... Demonstrated planning, analytical, problem-solving, and decision-making skills. * Basic proficiency ...

... real financial value. About The Role: As a Logistics Intern, you will: * Assist with daily ... Learn and utilize logistics software and systems (e.g., ERP, WMS). Contribute to data analysis ...

Purchasing Intern (Year-Round)

Troy, MI · On-site

$17 - $23/hr

... planning for commodities, You will create purchase orders, spot buy purchase orders, review ... Purchasing Trainee/Apprentice/VIE Organization: Productivity Purchasing Schedule: Full time ...

... planning for commodities, You will create purchase orders, spot buy purchase orders, review ... Purchasing Trainee/Apprentice/VIE Organization: Productivity Purchasing Schedule: Full time ...

Achieves financial objectives by assisting in the preparation of an annual budget; scheduling ... Manager Trainee Requirements: A successful Store Manager - Unassigned must demonstrate excellent ...

Financial Planner Trainee information

See Romeo, MI salary details

$48.7K

$93.3K

$134.6K

How much do financial planner trainee jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial planner trainee in Romeo, MI is $93,301.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,300.00 and $98,400.00 per year, depending on experience, location, and employer.

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 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 cities near Romeo, MI are hiring for Financial Planner Trainee jobs?

Cities near Romeo, MI with the most Financial Planner Trainee job openings:

Infographic showing various Financial Planner Trainee job openings in Romeo, MI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $93,301 per year, or $44.9 per hour.

Franchise Business Trainee I

Little Caesars

Detroit, MI • On-site

Full-time

Re-posted 6 days ago


Little Caesars rating

4.5

Company rating: 4.5 out of 10

Based on 964 frontline employees who took The Breakroom Quiz

86th of 107 rated fast food restaurants


Job description

Bigger Better Future
Imagine working for a company that measures its success based off the growth of its colleagues, a company that invests in its future by investing in you. Little Caesars is a company where our colleagues make an impact.
Your Mission:
As a Franchise Business Consultant Trainee I, a rigorous training program is required, which includes on-site training at one of our restaurants. Throughout this process, the incumbent will become well-versed in all core brand standards and operational procedures. The primary role of this position will be to facilitate operational excellence across our non-traditional markets by maintaining consistent communication between the company and franchisees or potential candidates seeking to become franchisees within the area of responsibility. This role will provide expert counsel and advice to franchisees directly or through functional experts on all aspects of their business and restaurant operations.
How You'll Make an Impact:
  • Complete on-site training at one of the Company's restaurant locations. This may include but not limited to, ensuring customers are served correct, complete orders within service time goals according to Company specifications.
  • Follow proper procedures as it pertains to operations within the restaurant including but not limited to, preparing products to be served to customers according to Company specifications.
  • Performs labor scheduling, food ordering, and product projections accurately so that the restaurant opens and closes as scheduled and is able to service all customers orders.
  • Guide and support franchisees in maintaining operational excellence and meeting all company quality standards.
  • Conduct on-site business reviews and operational evaluations at our non-traditional locations nationwide.
  • Provide recommendations for improvement and ensuring overall success. Provide franchisees with the necessary tools, resources, and follow-up to resolve any out-of-specification issues promptly.
  • Identify and support the design and development of end-to-end strategies that will streamline processes, create seamless restaurant execution, and enhance employee/customer experience while positively impacting margins and other business metrics.
  • Assist other franchise business consultants in their designated areas to attend new store openings, changes of ownership (buy/sells), training classes, and implementation of new non-traditional concepts.
  • Practicing serving as a liaison between corporate departments, franchise owners, and candidates requesting consideration to become franchisees for assigned markets.
  • Establishes and maintains effective working relationships with corporate departments such as retail operations, marketing, real estate, finance/accounting, research and development, quality assurance and human resources to ensure integration of business functions.
  • Analyze sales and cost data and provide specific customized direction to improve in these areas.
  • Practicing maintaining appropriate documentation for all assigned franchisees and candidates requesting consideration to become franchisees.
  • Maintains regular communication with the Director and keeps them apprised of all pertinent issues.
  • Travel regularly to brand partner restaurants within the assigned region to provide appropriate instruction, training, and coaching tools. These visits ensure brand protection in all areas and identify potential areas of development.
  • Provides leadership and direction to colleagues. Encourages a high level of team spirit and sets a positive example for colleagues and recruits.
  • Aids in developing materials and making presentations at special meetings as requested.
  • Performs other franchise support or recruiting activities as required.

Who You Are:
  • Bachelor's degree in business, marketing or related field, or equivalent work experience.
  • Two years of previous restaurant/retail management experience
  • Strong relationship, team building, and communication (written and verbal) skills.
  • Demonstrated planning, analytical, problem-solving, and decision-making skills.
  • Basic proficiency with the MS Office Suite (notably MS Word, MS Excel, and MS PowerPoint).
  • Ability to travel by airplane and automobile to visit franchisees and inquirers.
  • Requires mode of transportation to travel locally to office, stores, and/or other company locations.
  • Ability to lift and move up to 55 pounds and the ability to reach and move items from as high as six (6) feet and as low as six (6) inches off the ground.
  • Ability to understand direction, instructions, and product specifications.

What Will Make You Stand Out:
  • 3-5 years of practical store-level operations or consulting experience, ideally in the QSR industry
  • Experience in a multi-unit environment, knowledge of retail or restaurant industry operations and financial reporting
  • Ability to read and interpret financial statements, strong analytical skills
  • Point of Sale system experience
  • Knowledge of legal and other issues related to franchising

Working Conditions:
  • Ability and willingness to travel up to 50% (overnight travel required)
  • Works in-store as required assisting, training, demonstrating, or advising.

#LI-AA1
All items listed above are illustrative and not comprehensive. They are not contractual in nature and are subject to change at the discretion of Little Caesars Enterprises Inc.
Little Caesar Enterprises, Inc. is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regards to that individual's race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender identity, age, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.
The Company will strive to provide reasonable accommodations to permit qualified applicants who have a need for an accommodation to participate in the hiring process (e.g., accommodations for a job interview) if so requested.
This company participates in E-Verify. Click on any of the links below to view or print the full poster. E-Verify and Right to Work.
PRIVACY POLICY

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About Little Caesars

Sourced by ZipRecruiter

Company Information As the fastest growing pizza chain in the U.S., there's no denying that Little Caesars is doing something right. We're an international brand that's a household name and a front-of-mind decision when you've got pizza on the brain. We've grown tremendously since opening the first store in 1959 - and we're still growing. But, at the end of the day, our success as a big-town name is because of our focus on small town values.

Industry

Food services and drinking places and construction

Company size

5,001 - 10,000 Employees

Headquarters location

Detroit, MI, US