Talent Management

Attracting talent


RIA Talent Advantage™

As the face of the investor changes, diversifying a firm's workforce can be critical to meeting the needs of evolving clients. Registered independent Advisory firms are experiencing a strong growth trajectory, making the need to scale and grow efficiently more important than ever.

RIA Talent Advantage is a comprehensive offering to help enhance recruiting, hiring, talent development, and retention strategies to power your firm's growth.


RIA Summer Internship Program

At Schwab, we are committed to helping firms attract and retain top talent. By reaching out to colleges and universities across the country and selecting top candidates to participate in an internship experience, we are hoping to open a door to the RIA community for young talent.


Recruitment Playbook

Use this guide through the recruitment and onboarding process. You’ll find actionable tips to strengthen your opportunities in hiring and retaining your ideal staff.

Career Opportunity Service

Take advantage of our free online employment database to search for job opportunities in the industry and post career opportunities for your firm.

Compensation data

The power of the RIA Benchmarking Study lies in the robust peer data it provides. The study’s Compensation Report offers participants national and regional salary and incentive data drawn from thousands of employees.

Developing leadership


Executive Leadership Program

This exclusive one-year program of personal and professional growth is designed to prepare promising leaders to manage and grow RIA firms. The program combines premier academic curricula and faculty from some of the nation's top graduate schools, one-on-one executive coaching, and the deep industry experience of Schwab Advisor Services™.

Through meeting in person and connecting during weekly discussions, participants build valuable connections with other future leaders—leaders who continue to support one another through their careers.


New perspectives on leadership

Understand workforce trends and generational dynamics so you can identify the right leadership approach for your firm.

Tapping into multigenerational talent

Understand key differences between generational cohorts to improve the way you work with your team and help make you a better leader—and advisor.

Fine-tuning your EQ

A leading expert from the Yale Center for Emotional Intelligence reveals the link between emotions and workplace productivity, and he offers tools to help advisors build better relationships and positively influence their firm's culture.

Training employees

Schwab Advisor University

Learn how to get the most from Schwab Advisor Center tools and enhance firm productivity by leveraging a range of online training courses.

How talent development benefits your firm

See how these advisors use sponsorship to develop talent at their firms—and improve employee engagement and retention.