Schwab Resources

Explore 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.

Choose your topic of interest and we'll provide you with relevant resources.

Featured Resource

Featured Resource

The Opportunity in Diversity Infographic

Recruitment playbook

  • RIA Talent Advantage Recruitment Playbook

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


  • Resumes of Students attending IMPACT®

    Access the resumes of students who attended IMPACT 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

    Craft effective job descriptions to help attract the best diverse talent. Clicking on the links below will redirect you to the Talent Resource Center.

  • RIA Intern Program

    Schwab's RIA Intern 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.



Talent diversity

Examine the demographic trends that will be crucial to talent recruitment and development now and in the years to come.

    • Infographic: The opportunity in diversity

    • Publications: CFP Board D&I Research

    • Presentation: Why tomorrow's top RIA firms pursue gender diversity today

    • Executive Brief: Action steps to advance women in the financial advice industry

    • Infographic Part 1: The female imperative

    • Infographic Part 2: How female talent can improve firm performance

    • White paper: Capturing the opportunity

    • Checklist: Diversity recruitment strategies

    • Video: Creating a diverse and inclusive culture within your firm

    Conversations with Advisors

    Advisors share their perspectives on the importance of mentoring and diversity in their talent strategies.

    IMPACT videos on talent

    Schwab leaders and students share their views on female and millennial talent in the independent advisor career model.

    • Charles Schwab VP of Business Consulting Services and Advisor Services Lisa Salvi was joined by Harrison Hinz of Utah Valley University to discuss Schwab's role in finding and cultivating the next generation of advisor talent.

      Schwab advocates for RIA careers >

    Conversations with students

    As part of Schwab's advocacy efforts to promote careers in the RIA profession, we invite students to attend Schwab and other industry events. Recently, we asked some student guests what they've learned about the RIA industry and what they seek in a potential employer.

    What have you learned about opportunities in the RIA profession?

    more student videos

    What do you look for in a potential employer?

    (1120-0KNP, 0422-29DH)

    The above-mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for informational purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience. Third party trademarks are the property of their respective owners and used with permission.

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

    Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

    *This RIA Intern Program Resume Book ("Book") is intended solely for use by independent investment advisory firms that do business with Schwab Advisor Services®. The intern program is designed to help prepare college students for entry into RIA firms upon graduation, but provides no guarantees regarding the capabilities or suitability of alumni for employment. Please be aware of the following limitations:

    • Schwab does not make any representations or warranties concerning any of the interns listed in the Book, including and without limitation, the accuracy or completeness of their resumes or their ability to enter into or fulfill the requirements of any employment relationship.
    • Completion of the program does not confer any certificate, credential, or evaluation on the participating intern, and advisors should not construe their participation and listing in the Book as a recommendation to hire, an endorsement, or a sponsorship by Schwab.
    • You must decide whether to hire any employee and his or her appropriateness for you or your firm.
    • Schwab has not verified the information in any of the resumes and has not performed background checks or other due diligence on the interns with the intent that you rely on it. You should perform your own verifications.