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Feb 20, 2024

Wealth Management Firm internship at The Affinity Group

 Wealth Management Firm internship at The Affinity Group


Employer: The Affinity Group

Address: 
4481 Munson St NW, Suite 302

Contact:  Automn Lowe ( - 3305268412 )

Job Title: Wealth Management Firm internship

Requirements for Employment: 

expected graduation date of spring 2025 or sooner.

Job Description: 

The Affinity Group ( www.TAGplanning.com ) is a Malone University Alum owned Wealth Management firm located in Belden Village, and is currently offering both full-time salaried positions as well as spring/summer internship opportunities. All graduating seniors, or those expected to graduate here in 2024 are strongly encouraged to consider, juniors graduating in 2025 will be considered for the internship opportunity as well.

For seniors graduating this spring, the positions we are looking to hire full-time salaried team member are our "financial planner" position as well as our "relationship manager" manager position. Prospective majors that should consider applying:
• Accounting
• Finance
• Business Management
• Marketing

The ideal candidate will possess the following traits:
• Passionate desire to help others
• Excellent personal communication skills, with a desire to interact with firm’s clientele.
• Strong problem-solving skills.
• Ability to work productively in an independent environment, excelling at being a self-starter.

Our firm desires to continually onboard recent or soon-to-be graduates, with a special emphasis on recruiting at Malone. Our firms owner and founder Scott Lowe is a 2004 Malone graduate set down roots here in Stark County, not being from the area, after his Malone experience.

The Affinity Group advises clients in the areas of personal and business financial planning, investment management, real estate investing, tax planning, and cash-flow/budgeting planning. Neither the full-time positions or the internships are sales positions, rather internal support roles.

Full-time positions will receive competitive salary with bonus opportunities, paid time off, and a 401k retirement plan. Interns receive attractive hourly pay rate with bonus opportunity and are eligible for “internship course credit” at Malone.

Interested candidates should email Automn@TAGplanning.com with your resume, expected graduation date, along with current spring semester and summer availability.

Application Process:

Email your complete resume, expected graduation date, along with current spring semester availability as well as well as summer availability

Rate of pay and hours per week: Internships range from 18-23 per hour, salaried positions start at 40,000-50,000 per year. Both have substantial annual bonus potential

Approximate start date: 3/1/2024

Approximate end date: n/a

Number of positions available:  n/a

Students in the following areas of study should apply: 

Accounting, Business Administration, Communication Arts (Public Relations, Media Production, Theatre, Communication Studies), Finance, Marketing