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 talent for your firm.
Choose your topic of interest and we'll provide you with relevant resources.
Prospecting
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.
Conversations with Advisors
Advisors share their perspectives on the importance of mentoring in their talent strategies.

Mentoring talent
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?

Lauren Eagan – Loyola Marymount University
College student Lauren Eagan expresses her surprise over the numerous career paths found in the RIA model.

Dan Costigan – University of California, Irvine
College student Dan Costigan discusses the opportunities he sees in the RIA model.

Cassidy Farar – Brigham Young University – Idaho
College student Cassidy Farar shares what stands out to her about RIAs and how advisors can help drive more awareness of the profession with students.
What do you look for in a potential employer?

Walter Brugman: Selecting an employer

Dan Costigan: Selecting an employer

Lauren Eagan: Selecting an employer
The RIA Talent Advantage® Program supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors.
This material is for institutional investor use only. This material may not be forwarded or made available, in part or in whole, to any party that is not an institutional investor.
Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third-parties and are provided for informational purposes only. The experiences shared 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 their permission.
The RIA Intern Program Resume Book is designed to help educate and connect college students to the RIA industry. Participation in this program provides no guarantees regarding the capabilities or suitability of students for employment. Schwab does not make any representations or warranties concerning any of the students listed in the RIA Intern Program Resume Book, including 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 student, and advisors should not construe their participation and listing in the RIA Intern Program Resume 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.