About WayPoint Consulting Partners

A woman wearing a black jacket and a pink shirt is smiling for the camera.

Meet Kari Ellis, Founder & CEO of

WayPoint Consulting Partners


With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert. As a seasoned Career Consultant, she recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the independent broker-dealer, and RIA space. Kari has grown WayPoint Consulting Partners through a demonstrated history of matching accomplished candidates together with qualified career opportunities. She and her team recognize the challenges today's career seekers experience and stands ready to provide unwavering support at every turn. Kari and her team work closely with advisors to create a personal road map of options clients might never have considered as she and her team integrate them into a vast industry network. Kari has cultivated partnerships with exceptional organizations nationwide, eager to match talented individuals. She's here to facilitate and lead the transition for those seeking change. WayPoint Consulting Partners values a consultative approach, blending exceptional service and seasoned expertise in the career consulting space - actions that positively make a difference. 


"I am truly passionate about helping qualified financial advisors navigate the complex landscape and learn all about the various ways they can collaborate with myself (and my team) to ensure success. I enjoy being a conduit between amazing opportunities and talented professionals".




Reach out to Kari today and learn more about current career opportunities in the Financial Services profession.

Contact Kari

The Definition of a Waypoint is: A reference point that helps us know where we are and where we're going. It is a stopping point on a journey, or two coordinates on a map leading to a destination. Waypoints help us find our way.


A woman is standing in front of a building with her arms crossed.

Mission

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. 

Values

We are proud to partner with outstanding organizations nationwide, all dedicated to connecting with talented individuals like you. If you’re in search of a new beginning, we're here to help. Clients appreciate our consultative approach, valuing the commitment to exceptional service and extensive expertise in career consulting. As Career Consultants, we take pride in matching skilled professionals with the right opportunities across the country. My team and I glean great satisfaction from guiding each candidate through their journey, ensuring a positive and rewarding experience at every step.

15+years

Industry Experience

500+

Satisfied Clients

~4K

Screened Candidates


The WayPoint Way


At WayPoint Consulting Partners, our approach, known as "The WayPoint Way," is rooted in a commitment to excellence, personalized service, and strategic guidance. We believe that each financial professional's career journey is unique, and we strive to understand their individual goals, strengths, and aspirations.

Our consultative ethos ensures that we provide top-notch service, leveraging our extensive expertise in career consulting to connect talented financial professionals with fitting opportunities. We focus on building long-term relationships based on trust, integrity, and mutual respect, ensuring a positive and rewarding experience for both our candidates and partner organizations.


A map with a pin that says ' a ' on it