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
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.
Navigating a career transition can be daunting, especially if you’ve recently started a new role, only to find that it doesn’t meet your expectations. Many professionals make the mistake of jumping into a new job without fully assessing whether it aligns with their long-term goals, only to return to the job market a few months later, dissatisfied. The first step includes taking a measured approach, one that allows you to set yourself up for success while minimizing the risk of disappointment. The old saying, "measure twice, cut once," rings especially true when making decisions that will shape your career .
WayPoint Consulting Partners , is an organization that EMPOWERS seasoned professionals in the Financial Services industry by helping them discover exciting new career prospects, we hear taglines and "tell me about yourself" statements throughout the day (some are winners, some are not so great). Since we are not just recruiters, we're also career advisors, we work with our clients to create memorable first impressions as they begin their journey ahead. Whether networking or interviewing for an exciting new career opportunity, the importance of delivering a confident tagline or tell me about yourself statement is essential. One question we’re often asked by those looking to develop a strong introduction that sets them apart, showcases confidence, and highlights their unique value proposition is: Where do I even start? That’s why we’re dedicating this blog to helping professionals market themselves effectively in today's competitive job market.
Whether you're just beginning your career or have been leading organizations for years, we all have the power to make meaningful impacts. Imagine a world free of bias, stereotypes, and discrimination—a world that is diverse, equitable, and inclusive, where differences are valued and celebrated.
Would you agree that interviewing for new career opportunities can be one of the most stressful parts of the job-search process? If you're like most people, you dread them. If you've ever struggled because you worry you won't perform well under pressure or convey your skills effectively ... you're not alone. If you dislike job interviews, hopefully this blog will lower your stress and prepare you for your next job interview by providing actionable tips and strategies to help you approach the process with confidence and clarity.
In the financial services field, navigating difficult conversations is a crucial skill most of the clients I recruit for seek when hiring. Whether addressing clients' concerns, discussing investment strategies, or handling sensitive financial matters, learning how to apply valuable strategies can help financial professionals approach challenging discussions with empathy, respect, and clarity.
We’re in the business of supporting Financial Services professionals who are eager to explore new career opportunities. At WayPoint Consulting Partners, we work with some pretty amazing organizations across the country who are interested in creating unique experiences for seasoned candidates. We take pride in being a place where quality service and expert knowledge in the career consulting field truly make a difference. In our body of work, we also support professionals who are seeking ways to build a financial advisory business after a career transition. This pivot often requires a combination of leveraging past experience, tapping into existing networks, and adopting strategies that cater to the demands of financial services. If you're a financial advisor who desires to build a successful business (and help people along the way) post career change, here are ten key steps to explore.
In the Financial Services Industry, it's not uncommon for advisors to change firms at some point in their careers. This decision can be driven by a variety of factors, from seeking better opportunities to addressing challenges at their current firm. Here are some of the most common reasons advisors decide to make a move:
Your resume is often the first impression you make on potential employers. It's your marketing document, showcasing your skills, experience, and accomplishments to convince recruiters that you're the right candidate for the job. Crafting a resume that stands out can be challenging, but with the right approach, you can create a compelling and effective resume. Here's your ultimate guide to crafting resumes that get noticed.
Receiving a job offer is an exciting milestone in your career journey. However, before you accept, it’s important to negotiate terms that reflect your value and meet your needs. Effective negotiation can set the stage for a successful and fulfilling career. Here are some do's and don'ts to keep in mind when negotiating job offers.
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.