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
Financial Advisors — it’s decision time. Every choice you make shapes your business, your clients’ success, and your future. The financial services industry is changing fast. From new technology to shifting client expectations, the next chapter belongs to those willing to adapt, grow, and lead with intention. Success in this business isn’t accidental — it’s the result of deliberate decisions and continuous personal development.
Welcome to 2026—the year many advisors finally ask the question they’ve been avoiding: You built the relationships. Why don’t you own the business? Every week I speak with financial advisors who feel it in their gut: the desire for more freedom, more control over their client experience, and a business that reflects who they are—not what a corporate playbook tells them to be. This month’s blog for financial services professionals breaks down seven real-world realities every advisor must understand before stepping into independence.
2025 showed up bold, challenged me in all the right ways, and made it clear that 2026 deserves an even stronger, more intentional version of me. As 2025 winds down, I’ve been reflecting on what an unforgettable year it has been—professionally and personally.
If you’re considering a change in the Financial Services field but wondering whether your current stage in life will count against you, here’s the truth:
In early 2021, 14+ million jobs were created across the country and later that same year, almost four million Americans quit their jobs. Between the furloughs caused by the pandemic and career seekers having more options than ever, some are choosing not to return to old ways, old companies, old managers, and old mindsets. In today’s new world of work, hiring authorities and organizations who lack a competitive edge risk missing out on hiring top talent – and that edge includes partnering with seasoned recruiters.
A surprising number of career seekers experience feelings of rejection while on the job hunt. As a seasoned recruiter of financial and insurance field professionals, I often hear stories of candidates on the job market with little notice – a company layoff for example – which can lead to feelings of rejection. I understand that coping with the shock of job loss coupled with the process of working to identify, prepare, and land interviews can be challenging. If you find career search emotionally draining, I hope you’ll find these strategies helpful.
I’m an experienced recruiter who helps financial and insurance professionals explore new career opportunities nationwide. In this work, I’ve learned most clients are open to visiting a doctor for health check-ups yet avoid planning consistent career wellness checks – something that can also contribute to an overall healthy or unhealthy life. Why do some professionals resist taking steps forward when it comes to career development planning?
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 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.
If you’re waiting for the perfect time to make a move in your career, let me save you some suspense: it doesn’t exist. My team and I at WayPoint Consulting Partners can count how many talented professionals we've met who are still “thinking about it” — the career change, the new firm, the certification, the conversation that could actually move the needle. They tell us, “I just want to be fully ready first.”
Remember when you were a kid and everything was an adventure? You tried new things without overthinking and weren’t afraid to fail. Somewhere along the way, many professionals lose that spark — especially in industries like financial services, where experience is the currency of credibility. But here’s the catch: experience is valuable — until it becomes a cage. The comfort of routines and “we’ve always done it this way” thinking can kill innovation fast.
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.