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Financial Advisor


DLC Advisory Services is a specialized wealth advisory firm serving high net worth individuals, including corporate executives and professionals. We provide value-based financial planning focused on preserving wealth and helping clients achieve long-term goals. Our work spans retirement planning, asset management, risk management, estate planning, insurance, and education funding—delivered through comprehensive coordination and trusted relationships.
We are hiring a Financial Advisor to join our team (full-time, hybrid, with opportunities for remote work).
What you' ll do
Deliver and support end-to-end financial planning for High-Net-Worth clients
Coordinate client portfolios and support wealth management advisory processes
Conduct financial analysis and prepare client reports and presentations
Build and manage client relationships, ensuring a high-touch service experience
Ensure documentation and processes meet regulatory and compliance requirements
What we' re looking for
Bachelor's degree in any discipline (Finance / BBA or related background is a plus)
Strong analytical, research, and financial modeling skills
Knowledge of financial planning, retirement planning, and investment strategies
Excellent communication and relationship management, with the ability to explain complex concepts clearly
Strong attention to detail, organization, and the ability to manage multiple priorities
Familiarity with financial tools/software is a plus
Certifications such as CFP / CFA are highly advantageous
Why DLC?
Work with a focused High-Net-Worth client base
Build lasting client partnerships and make measurable impact
Join a firm guided by a clear vision: to be clients' first choice for financial planning
Harmonious co-working environments
Fast track advancement opportunities
Comprehensive training programmes for professional career development

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