Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

About the role

The Case Planning Intern will support the Case Planning Operations Specialist with a targeted replacement campaign designed to identify opportunity areas for financial advisors.  This role provides hands-on exposure to annuity case planning operations, data analysis, and advisor support in a fast-paced financial services environment.  The ideal candidate is detail-oriented, organized, and interested in learning how strategic case planning supports advisor success.

What you'll do

• Develop a working understanding of annuity products and carriers.
• Use resources like Annuity Rate Watch and Index Standard to stay informed about available products and carriers.
• Coordinate with the Case Planning Operations Specialist to understand the requirements for identifying replacement opportunities.
• Compile book of business reports using information from carrier websites and Microsoft Excel.
• Build out spreadsheets and formulas to expedite and enhance the process of identifying replacement opportunities.
• Support data gathering, validation, and organization related to client cases and replacement analyses.
• Maintain confidentiality and handle sensitive client and advisor information with care.
• Provide general administrative and operational support to the Case Planning team as needed. 

Learning Opportunities

• Exposure to case planning and operations within a financial advisory environment.
• Experience supporting advisor-facing initiatives and campaigns.
• Development of analytical, organizational, and professional communication skills.
• Insight into how operational support drives advisor efficiency and client outcomes.

Qualifications

• Currently pursuing a degree in finance, business, economics, or a related field
• Strong attention to detail and ability to manage multiple tasks
• Proficiency in Microsoft Excel and other Microsoft Office tools
• Strong written and verbal communication skills
• Ability to work independently while also collaborating with a team

Bonus Points

• Interest in financial planning, insurance, or wealth management
• Experience working with data, spreadsheets, or reporting tools
• Prior internship or administrative experience in a professional setting