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Financial Advisor Job Cover Letter

Financial Planner Cover Letter

Financial Planners provide assistance to businesses and individuals and help them make good budgetary and investment decisions. Some Financial Planners are self-employed, while others work for businesses or banks. Specific duties of a Financial Planner include meeting with clients, analyzing client financial situations, developing plans, performing risk analysis, researching the market, recommending financial products, generating financial reports, and monitoring results.

A sample cover letter for Financial Planner should showcase the following qualifications:

  • Financial expertise
  • Strong communication and interpersonal skills
  • The ability to listen to clients carefully
  • Analytical thinking and research skills
  • Being able to work in a team and independently
  • Customer focus
  • Computer competences
  • Self-motivation and perseverance

Similar Financial Planner skills can be seen in the example cover letter displayed below.

For help with your resume, check out our extensive Financial Planner Resume Samples.

Dear Ms. Burnham:

As a highly accomplished and client-centric financial professional with more than 18 years of experience performing comprehensive client needs analysis and delivering strategic financial recommendations to achieve objectives, I am well prepared to surpass your expectations. With this in mind, I invite Satellite Financial Services to consider the enclosed resume as you look to fulfill the Financial Planner position you have available.

Currently, I manage a thriving investment portfolio in excess of $180 million, recommending products and researching investment opportunities to generate optimal rates of return and stimulate lasting partnerships. My demonstrated success advising clients on customized, effective financial strategies—along with my expertise in investment trends and tools—positions me to make a significant and positive impact on your firm.

Highlights of my experience include the following:

  • Assessing client needs and goals and developing effective and successful financial strategies designed to maximize return rates and drive business growth.
  • Achieving recognition as a top-producing financial planner due to leveraging finely honed expertise in financial trends and global markets.
  • Attaining credentials as a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC).

With my extensive background in overseeing strategic financial and investment planning, combined with my inherent understanding of market performances and issues, I am ready to provide outstanding financial service within your organization. I look forward to discussing the position with you in further detail.

Harvey Heath

In many cases your cover letter is the first impression that a hiring manager will have of you. With an increasing number of applicants applying for the same positions, if your cover letter does not leave a strong impression, your resume might not even receive a glance. Therefore, your cover letter should be sharp; to ensure this, there are a few elements that it should include. Review the professional financial advisor cover letter sample and writing tips below to get an idea of a proper cover letter.

Professional Financial Advisor Cover Letter Sample

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Financial Advisor Cover Letter Must-Haves

There are a few must-haves displayed in the professional financial advisor cover letter sample that you should incorporate into your cover letter. First, make it personal by addressing the specific individual, if possible; if not, be sure to include some facts to customize the cover letter to the particular company and position. Do not say the same exact thing as in your resume, but rather use the cover letter to fill in gaps and create a clear and compelling story. Either towards the beginning or end of the letter, or both if possible, create intrigue that will cause the reader to want to review your resume. As you conclude, be sure to provide at least one form of contact for the hiring manager to reach you, in the case your cover letter is separated from your resume; as in the professional financial advisor cover letter sample, it does not need to be a command, but rather share the information in a confident manner.

Best Action Verbs for a Financial Advisor Cover Letter

As shown in the professional financial advisor cover letter sample, you should always be sure to include action verbs to pique the interest of the reader, such as administered, allocated, computed, balanced, determined, developed, managed, reconciled, researched, or analyzed.

Cover Letter Text

Dear Mr. Smith,

As an individual who has been working in the financial industry for several years, I am very interested in your financial advisor opening. I understand the various aspects and duties of the position, and I am confident that my experience has prepared me to fulfil them. I would also love the opportunity to work for such a prestigious company as ABC Enterprise.In my current position as a senior financial analyst, I have researched and analyzed financial patterns, pinpointed and addressed financial issues within the company, and employed key marketing data and economic principles in new financial plans. I have also had the opportunity to work other jobs throughout the course of my career that allowed me to help various individuals of different backgrounds develop strong financial plans. I truly believe that my skills and experience have prepared me for this position. I would love the opportunity to expand my skill set through this opportunity. Please find my resume included in this package. I may be reached by phone: 123-456-7890, or by e-mail: aevans@famail.com. I look forward to speaking with you soon.


John Doe

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