Financial Advisor Cover Letter Examples

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.

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Check out the Financial Advisor cover letter sample below for a bit of inspiration.

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.


Franklin Roy

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