Creating mutually successful relationships for both candidates & clients

Mark Kelly Associates is an independent consulting and recruiting firm specializing in connecting financial services professionals with premier wealth management institutions.

With over 25 years of experience working as and with Financial Advisors, Mark Kelly Associates (MKA) offers firsthand industry expertise, along with a unique vantage point and skill set to help the most sophisticated Wealth Management teams navigate the ever-changing landscape of opportunities. The decades leading to this level of expertise have culminated with one goal in mind: to ensure that the professional Advisors we represent are able to best serve their most important asset, their clients.

For financial professionals contemplating the opportunities associated with changing firms, MKA provides…

Personalized guidance

After spending the time to understand your business, your goals and the work environment you are seeking, MKA identifies various firms that would offer the platform and support you need to see your practice thrive.

Knowledgeable advice

In this rapidly changing financial services industry, MKA can act as your consultant and agent to review the various channels, firms and platforms that are the best fit for your future. If an interest to move forward is developed, you can count on a smooth transition that is wisely negotiated on your behalf.

Opportunity to explore options

Whether you are seriously interested in exploring your options or just want to understand the change in landscape, feel free to contact us. We represent you and have developed valuable relationships with the best firms in all the various channels. Inquiries are handled with complete confidentiality.

Mark Kelly Associates is an independent recruiting firm specializing in connecting financial services professionals & premier institutions.

He has walked in your shoes and speaks your language. He is connected and respected throughout the financial services industry. His background and experience give MKA the qualifications needed to help both clients and candidates find the right fit. Mark Kelly’s associates also have industry and recruiting backgrounds.

In short, MKA can offer valuable guidance that comes from first-hand experience to professionally address every aspect of the process and ensure a successful transition for all.

For firms seeking financial professionals with a proven track record, MKA provides….

Expertise in attracting top talent. As a senior sales management professional at a major securities firm, MKA Founder Mark Kelly was consistently a leading recruiter at the firm.

Results. Skilled in selecting Financial Advisors who are an ideal fit, recruits maintain high productivity with quick and high ramp-up rates.

Creating mutually successful relationships for both candidates & clients