RIA Talent Advantage®
The modern investor is changing. We can help you build and retain a diverse team to meet evolving client needs.
The key to a successful firm—its people
Is your firm prepared to serve the unique needs of diverse investors? Schwab Advisor Services™ can help your firm attract, develop, and retain the right talent. Look to our tools, resources, and insights to guide you in creating a committed and inclusive team.
RIA Talent Advantage® Student Scholarship
Undergraduate students seeking a major or minor in financial planning—and ultimately a career in the RIA profession—are invited to apply for one of fifteen $15,000 scholarships.
We encourage applications from students demonstrating a strong academic record, a passion for the RIA industry, and a commitment to making a positive impact in the profession.
"This is a business of relationships, so the right people, skills, and attitude are very important."
—Mike Ferman, RubinBrown Advisors, LLC
"We believe the more we look like our clients and our prospects, the more successful we'll be."
—Rebecca Pomering, Moss Adams Wealth Advisors
CTA - Program overview
Program overview
Learn how Schwab Advisor Services can help your firm attract, develop, and retain the right talent.
The RIA Talent Advantage® Program supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors.
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