Financial Advisor Cover Letter

A well-crafted cover letter can be a powerful job search tool. Your Financial Advisor cover letter should be brief and highlight some of your skills, experiences and accomplishments that are most relevant to the job. Check out the Financial Advisor cover letter sample below for a bit of inspiration.

Also, be sure to check out our extensive Financial Advisor resume samples.

Dear Ms. Darlene Arnold:

As an accomplished finance/investment professional and entrepreneur with 15+ years of success leading financial operations and management in the retail and wholesale mortgage industry, I feel my superior ability to meet and exceed revenue goals are highly transferable to positions in the Wealth Management and Financial Advisor Services sector.

I offer a unique combination of financial planning expertise and proven business development strategies. Combining key strengths in relationship building, product/service representation, and sales leadership, I am now seeking the opportunity to utilize my experience in developing profitable relationships within a company such as yours as Financial Advisor.

Some of my key accomplishments include:

  • Funded over $2B in closed loans in less than 6 months.
  • Generated 175% of personal goals for team.
  • Increased monthly production from $0 to over $1M/per month within 3 months.
  • Turned around an under-performing branch into a highly profitable group.

As a thorough, detail oriented individual with a passion for excellence, I am adept at listening to client’s needs, then analyzing and implementing the best fit solution. I have devoted my career to stimulating revenue growth, developing winning marketing strategies, and generating new revenue streams. Seeking to provide your company with the above services, I would welcome the opportunity to discuss my offerings with you in a more personal setting and included my contact information above for your convenience. Thank you in advance for your consideration and I look forward to your call.

Sincerely,

Franklin Roy