Fall Intern

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.

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.

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.

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.

The Experience Team Intern will support the planning, preparation, and execution of internal and external experiences by providing administrative, organizational, and logistical assistance to the Experience Team. This role is ideal for a detail‑oriented, proactive individual who enjoys organization, creative projects, and behind‑the‑scenes event coordination. This is an in‑office internship and does not include travel to off‑site experiences. The intern will play a critical role in ensuring every experience is well‑prepared before the team arrives on site.

• Assist the Experience Team in planning and coordinating a variety of experiences, including:
  • Leadership intensives
  • Office visits
  • Client dinners
  • Team member celebrations
  • Social gatherings
  • Community events
• Support venue research and vendor outreach.
• Assist with gathering quotes, availability, and event details.
• Help prepare event timelines, checklists, and planning documents.

• Assemble gift bags, welcome bags, and swag packages for experiences.
• Organize, inventory, and prepare event materials for shipment or transport.
• Create and maintain packing lists and inventory spreadsheets.
• Assist with catering coordination for in‑office events and leadership visits.
• Prepare meeting rooms and event spaces for internal experiences.

• Maintain organized spreadsheets and planning documents.
• Assist with data entry and event tracking.
• Organize office inventory and experience supplies.
• Manage incoming mail and package organization.
• Keep storage areas and event materials organized and labeled.
• Assist with miscellaneous administrative tasks that support the Experience Team.

• Collaborate with Experience Planners on special projects.
• Help ensure deadlines are met by preparing materials in advance.
• Contribute ideas to enhance guest and team experiences.
• Support a positive, organized, and…