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Sourcing and screening candidates

Sourcing and screening candidates

An effective sourcing and screening process is vital. Begin by considering a range of candidate profiles and then identify sources of potential candidates.

Designing the recruiting process to include a more diverse population of candidates from the start will increase the likelihood of expanding diversity in your firm.

To find the right talent for your firm:

Expand your talent pool by considering a range of candidate profiles.
Search for ideal candidates.
Start the screening process.
Evaluate the results of the screening process.

The Schwab RIA Intern Program is a great way for students to launch their financial-planning careers.1

Schwab RIA intern



1. Schwab RIA Intern Program interview, July 2015. 

2. Schwab's RIA Talent Study, conducted for Schwab Advisor Services by Koski Research, September 2014.  

The RIA Talent Advantage® Program supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors.