RJ & Makay

RJ & Makay Financial sector human capital consulting and recruiting firm.

RJ & Makay® is a human capital recruiting and consulting firm exclusively servicing the financial sector.Our clientele is primarily represented by several Fortune 300 financial services firms, broker dealers, RIAs, custodians, banks, ratings agencies and insurance conglomerates. We're a top recruiting and consulting solution for some of the best known names in the world, as well as lesser known bu

t highly accomplished and emerging firms. Our philosophy in practice is founded on unwavering integrity; built upon our extensive expertise in financial services; secured by our total commitment to confidentiality; and finally, propelled forward by our relentless pursuit to be the best at what we do. Since our establishment in March of 2004, we have grown into a 35 employee person firm with dozens of contractors and affiliates supporting our human capital service solutions nationwide. We're honored that each month hundreds of financial and investment advisors, financial services and insurance professionals choose RJ & Makay to represent them to the best firms in the financial sector. We've built an impressive proprietary database comprised of active, passive and poised candidates our clients are seeking. With the size of a large boutique and exclusive focus on the financial sector, we have the expertise, relationships, resources and scale to deliver successful results to our clients.

Recruit Financial Advisors: 10 tips for internal referrals - http://ow.ly/yf02M
07/10/2014

Recruit Financial Advisors: 10 tips for internal referrals - http://ow.ly/yf02M

Surprisingly, most principals and hiring managers we speak with do not have a formal internal recruiting referral process in place. Here are 10...

Financial industry employee assessments: Sales, Business Development and Advisors - http://ow.ly/yf00U
07/07/2014

Financial industry employee assessments: Sales, Business Development and Advisors - http://ow.ly/yf00U

We are often asked by RIAs and practice principals which employee assessments we recommend and utilize when hiring. Over the years we have seen...

FINRA 2243: Get ready for client complaints - http://ow.ly/yeZYy
07/03/2014

FINRA 2243: Get ready for client complaints - http://ow.ly/yeZYy

We have all enjoyed this bull market. For some, the bear markets of yesteryear have become a dangerously distant memory. Someday though the...

FINRA 2243: Excluding retention bonuses is unfair - http://ow.ly/yeZWo
06/30/2014

FINRA 2243: Excluding retention bonuses is unfair - http://ow.ly/yeZWo

We don’t think it’s fair that an advisor who is paid extra compensation to stay at a wirehouse, even though doing so might not be in the best...

First in-person recruiting meeting: 13 questions a financial advisor should ask - http://ow.ly/yeZRI
06/26/2014

First in-person recruiting meeting: 13 questions a financial advisor should ask - http://ow.ly/yeZRI

Are you a financial advisor/investor about to have a first recruiting meeting?

Ameriprise is the #1 ranked investment firm for customer satisfaction - http://ow.ly/yeZOX
06/23/2014

Ameriprise is the #1 ranked investment firm for customer satisfaction - http://ow.ly/yeZOX

Ameriprise ranked #1 investment firm by Forrester Customer Experience Index.

FINRA Rule 2243 is dead! http://ow.ly/ylzQW
06/23/2014

FINRA Rule 2243 is dead! http://ow.ly/ylzQW

The proposed recruiting disclosure rule has been withdrawn from consideration.

FINRA 2243: Anti-competitive and anti-choice. Read our blog here: http://ow.ly/wxkqE
05/06/2014

FINRA 2243: Anti-competitive and anti-choice. Read our blog here: http://ow.ly/wxkqE

> Blog > Posted by RJ & Makay on May 5, 2014 advisor, finra 2243 The biggest recruiting issue in the industry right now is FINRA Rule 2243 (formerly Proposed Rule 13-02) regarding disclosure and reporting obligations related to recruitment practices (but excludes retention disclosures).

FINRA 2243: Implies wrongdoing by advisors. Read our blog here: http://ow.ly/wiP2w
04/29/2014

FINRA 2243: Implies wrongdoing by advisors. Read our blog here: http://ow.ly/wiP2w

The hottest recruiting topic in the industry right now is FINRA Rule 2243 regarding disclosure and reporting obligations related to recruitment...

04/20/2014

The advisor force will decline by 8% by end of 2017.

Address

Breckenridge, CO
80424

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 4:30pm

Telephone

+18889280008

Website

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