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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

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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.