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

• Triad Wealth Partners is seeking an Investment Associate to join our team. Reporting to the Chief Investment Officer, this individual will play a critical role in the day-to-day functioning of our investment platform, delivering high quality service, support and consultation to our financial advisors.
• This is an ideal opportunity for someone with 1-3 years of experience in financial services or investment management who is looking to grow their career in a fast-paced business with an unbeatable culture.

What you'll do

• Serve as a primary contact for handling inbound advisor requests related to our investment platform (model portfolios, SMAs, etc.), financial technology stack, trading and operations.
• Manage and prioritize investment-related projects through our CRM, ensuring timely and accurate resolution of advisor inquiries.
• Consult with advisors on asset allocation, investment selection portfolio construction using our proprietary risk-based methodology.
• Develop investment proposals for advisors utilizing various financial modeling tools and platforms.
• Support the development and maintenance of advisor-facing investment content and documentation.
• Assist with setting up and maintaining advisor profiles across our investment and technology platforms.
• Help ensure data integrity across trading, performance, and portfolio management systems.
• Support investment team projects and be willing and able to take on other duties as assigned, contributing to broader team success.
• Collaborate with the investment team to escalate complex requests and ensure alignment with firm investment philosophy.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 1–3 years of experience in financial services, investment operations, or client service roles.
• Familiarity with investment products, trading workflows, and/or model portfolios preferred.
• Experience with FinTech platforms such as Bloomberg, Morningstar, Ycharts, Nitrogen, Hidden Levers and/or Kwanti.
• Strong organizational skills with attention to detail and ability to manage multiple tasks.
• Excellent verbal and written communication skills with a client-first mindset.
• Ability to troubleshoot, solve problems and take initiative in a team-oriented environment.
• Salesforce experience a plus.
• Series 65 (or willingness to obtain within 6 months) preferred but not required.