A Better Way for Top Talent to Find Elite Opportunity
At WayPoint Consulting Partners, our mission is clear: to EMPOWER
seasoned professionals in the Financial Services Industry and help them discover exciting new career prospects.
My Team and I Are Unique: Here’s How
We’re passionate about helping seasoned Financial Services professionals find new career opportunities (and we partner with some amazing organizations across the country who are eager to match with you too). If you’re ready for a change, I can help. My clients appreciate our consultative approach, a place where quality service and seasoned knowledge in the career consulting field make a difference.
Opportunities For Top Talent
Feeling overwhelmed in navigating your career path? That’s why WayPoint Consulting Partners is here to guide you every step of the way. We offer a comprehensive range of resources, including resume building, interview preparation, and access to exclusive career opportunities.
For Employers
Are you ready to partner with a company that understands the importance of finding the right talent? WayPoint Consulting Partners is a dedicated team that works closely with employers to understand their hiring needs and find the perfect candidates. We streamline the recruitment process, saving time and ensuring you find the best talent.
Our services
Recruitment Areas
Experienced
Financial Advisors
Succession
Planning
Branch
Manager
Wholesale Insurance
I contacted Kari and the WayPoint Team when I was looking to
transition into a new opportunity from a company I had been with for over 10 years. Because of her vast network of relationships Kari was able to help me navigate multiple options and find the right fit for me. The staff at WayPoint Consulting Partners are awesome, efficient and professional.
Trends & Insights
Curiosity is something we’re all born with—a natural drive to explore, ask questions, and understand the world. Yet in a society that often rewards certainty and speed, this innate superpower can be overlooked. I've been in the Financial Services recruiting field for 15+ years and in that time, I've learned that a curious mindset offers countless benefits. It challenge biases, help you navigate uncertainty with confidence, strengthens relationships, enhances collaboration, uncovers common ground with people who seem different, and helps builds resilience.
AI has flooded the hiring process. Resumes, cover letters, even interview answers—too many look like they’ve been spit out of the same chatbot. Seasoned recruiters (like my team and I at WayPoint Consulting Partners ) see it every day. However, the feedback we hear from our clients across the country is that most hiring authorities crave authenticity—real talk, real moments, and real people.
Let’s clear something up—LinkedIn isn’t just for career seekers. It’s a powerful tool that works for everyone , whether you’re actively exploring new opportunities or simply positioning yourself for future growth. At WayPoint Consulting Partners , my team and I help Financial Services professionals navigate career transitions across the country—so I can tell you firsthand: LinkedIn is where we go to find top talent. But if your profile is incomplete, outdated, or barely there, you risk going unnoticed.
Let’s be honest—just “showing up” isn’t a strategy. Tossing out business cards like confetti or blindly adding LinkedIn contacts won’t cut it anymore. Networking must go well beyond casual exchanges if you want to stay relevant in today’s competitive business market. It's been my experience that networking without intention often comes across as just noise. Networking is about being strategic—building and nurturing authentic relationships that actually move your career or business forward (and help others along the way too). Intentional networking means developing professional connections with clear purpose and direction. Instead of showing up to events or connecting at random, identify specific goals, target the right people, and create relationships that foster mutual value.
Would you agree navigating career change can feel like an overwhelming challenge at times? With industries shifting, new technologies emerging, and the job market becoming more competitive than ever, making a successful transition requires more than simply updating your resume. It’s about adapting to change with clarity and purpose, leveraging your skills in new ways, and facing the unknown with confidence.
Would you agree navigating career change can feel like an overwhelming challenge at times? With industries shifting, new technologies emerging, and the job market becoming more competitive than ever, making a successful transition requires more than simply updating your resume. It’s about adapting to change with clarity and purpose, leveraging your skills in new ways, and facing the unknown with confidence. In my latest LinkedIn blog, we’ll dive into five powerful strategies that will not only help you land on your feet, they'll help you thrive in the next exciting chapter of your career. Are you ready to cultivate the mindset of experimentation required to thrive in an era of constant and rapid change?
Ever notice how timing is a funny thing when you're in career transition? You networked, sent your resume, nailed the interview, and then... you wait. And wait. And wait. It feels like time’s standing still, right? Meanwhile, hiring managers, with their packed schedules, are racing against time, juggling a million things at once. While it might feel like you're stuck in a time warp, patience can be your secret weapon. To be clear, patience doesn’t mean sitting idly; it’s about staying proactive, keeping in touch with contacts of interest, and maintaining an open mindset while others make decisions.
Career transitions can feel overwhelming, especially when you're sending out resumes and receiving little to no response. It's one the biggest complaints we hear when interviewing potential candidates for our Financial Services opportunities across the country. We get it. It’s easy to become discouraged when it seems like your efforts are going unnoticed. But let’s face it: career transitions are a marathon, not a sprint.
Let’s face it—job interviews, whether in the insurance and financial services industry or beyond, are not always comfortable for some. Especially when you're asked those questions—the ones that make your palms sweat and your mind race. But here’s the truth: how you answer tough questions is an opportunity to reveal more about your professionalism and self-awareness than your résumé ever will.
When it comes to landing your next career opportunity, one of the most important—and often most intimidating—conversations is about salary. But here’s the truth: negotiating your compensation isn’t about being demanding, it’s about advocating for your value. At WayPoint Consulting Partners , a firm that serves seasoned financial services and insurance professionals, one of the key advantages we offer candidates is handling those often-uncomfortable salary conversations. We act as advocates, using proven strategies to ensure each candidate is positioned for the best possible offer—while keeping the conversation professional and aligned with market value. That’s why this blog shares proven methods we’ve used for years to help candidates navigate salary conversations. The next time you prepare to discuss compensation with a hiring manager, consider applying these five negotiation tips to approach the conversation with greater confidence, clarity, and control.
Integrity
Integrity is the foundation of trust and credibility in career consulting.
- Honesty: Be truthful in your assessments, advice, and feedback. Provide honest evaluations of a client’s strengths, weaknesses, and potential career path options.
- Confidentiality: Respect client confidentiality and ensure that any personal or sensitive information shared during consultations are protected.
- Ethical Standards: Adhere to high ethical standards in all professional interactions, avoiding conflicts of interest and ensuring that your advice is in the best interest of your clients.
Empathy
Empathy allows career consultants to connect with their clients on a deeper level, understanding their unique situations and emotions.
- Active Listening: Pay close attention to what clients are saying, and validate their feelings and experiences. This helps build rapport and shows clients that you genuinely care about their well-being.
- Personalized Approach: Recognize that each client’s career journey is unique. Tailor your advice and strategies to fit their individual needs, goals, and circumstances.
- Supportive Attitude: Offer encouragement and support, helping clients navigate challenges and setbacks with resilience and confidence.
Expertise
Expertise ensures that career consultants provide valuable, informed guidance that clients can trust.
- Continuous Learning: Stay updated with the latest industry trends, job market conditions, and best practices in career development. This allows you to provide relevant and timely advice.
- In-Depth Knowledge: Develop a thorough understanding of various industries, job roles, and career paths to offer insightful guidance.
- Practical Skills: Equip yourself with practical skills in resume writing, interview preparation, job search strategies, and career planning to effectively assist clients in achieving their goals.
Commitment to Client Success
A genuine commitment to client success drives career consultants to go above and beyond in helping clients achieve their career objectives.
- Goal-Oriented Approach: Help clients set clear, achievable career goals and develop actionable plans to reach them.
- Ongoing Support: Offer continuous support throughout the client’s career journey, providing resources, follow-up sessions, and adjustments to strategies as needed.
- Client Empowerment: Empower clients to take ownership of their career development by providing them with the tools, knowledge, and confidence they need to succeed independently.