RIA Talent Advantage®

Schwab resources

It’s important to scale and grow efficiently, but it can be hard to know where to start. Find all the resources you need to assist with recruiting, hiring, and developing diverse talent for your firm.

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Recruitment playbook

  • RIA Talent Advantage Recruitment Playbook

    A resource created to support your effort to attract and retain diverse talent.

    Open playbook

Prospecting

  • Resumes of Students attending IMPACT® 2019

    Access the resumes of students who attended IMPACT 2019 who seek internships and permanent positions with RIA firms.

  • Article: Late-career intern discovers passion for financial planning

    Learn how Yeske Buie offered a re-internship to a career re-entrant that resulted in a very successful permanent hire.

  • Presentation: Careers in the RIA industry

    These presentations explain the important role of an independent Registered Investment Advisor. Use them to help with recruiting and outreach efforts.

  • Job descriptions

    Find the right candidates for your firm. Clicking on the links below will redirect you to the Talent Resource Center.

  • RIA Summer Internship Program

    Schwab's RIA Summer Internship Program selects top candidates from colleges and universities to participate in a summer intern experience. The RIA Intern Alumni Resume Book lists individuals who are now actively seeking employment. If you custody with Schwab, use this to help source your next hire.

Interviewing

Onboarding

Events, videos, and webcasts