Careers

Build something meaningful.

Kingston is a small firm by design. We hire deliberately, grow slowly, and invest deeply in the people who join us. If you believe financial advice should be honest, independent, and personal — you might belong here.

We're not building a factory. We're building a practice.

That means every person who works here directly shapes how our clients experience Kingston. You won't be a number in a corporate hierarchy. You'll sit across the table from real families, solve real problems, and see the impact of your work over years — not quarters.

We offer the capabilities of a large firm — advanced planning technology, institutional-quality investment strategies, integrated tax services — with the culture of a local practice where people know each other by name.

What we value in our people.

01 /
Intellectual curiosity
Financial planning is complex and always changing. We want people who genuinely enjoy learning — about markets, tax law, behavioral finance, technology — and who bring that energy to client conversations.
02 /
Client-first instincts
When the right recommendation isn't the most profitable one, we make the right recommendation. That's not a policy — it's a reflex. We hire for it.
03 /
Clear communication
Our clients trust us because we explain things plainly. If you can make the complex simple — in writing, on the phone, across a table — you'll thrive here.
04 /
Ownership mentality
Small team, big responsibility. Everyone here takes ownership of their work, their client relationships, and the quality of the firm overall. There's nowhere to hide — and no reason to.

Current openings.

We don't hire often, but when we do, we look for people who share our values and want to build long-term careers — not fill seats.

Financial Advisor
Full-Time South Windsor, CT Experienced
Licenses Required
FINRA Series 7, 63, 65
Life, Accident, Health, Property & Casualty
Experience
5–10 years in independent wealth management

We're looking for an experienced advisor who wants to build deep, long-term client relationships — not chase production quotas. You'll work directly with Dean and Kevin, advising clients on investment management, tax planning, estate strategies, and insurance.

The right person is independent-minded, detail-oriented, and genuinely enjoys the planning side of the business — not just the portfolio side. You should be comfortable leading client meetings, coordinating with CPAs and attorneys, and taking ownership of the full client experience.

Beyond direct hires, we're open to partnering with financial professionals who share our values and want to affiliate with a growing, independent practice. Whether you're looking to join an existing office or establish your own branch, we'd love to hear from you.

Join our existing location
Work alongside our team in South Windsor with access to our full technology stack, planning platform, and client service infrastructure.
Join our insurance team
Partner with Kingston's insurance division to offer life, disability, long-term care, and P&C products under our independent platform.
Establish a KWM branch
Build your own practice under the Kingston brand, with our operational and compliance support. Subject to home office approval.