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Free Financial Consultant cover letter example

Dear Ms. Butler:

As a successful Financial Consultant with extensive experience providing customers with information and suggestions for financial products and services to assist with their financial needs and goals, I felt compelled to submit my resume for the open position of Financial Consultant at your company. I am an extremely focused, driven and results-oriented professional with excellent business knowledge and customer relations.

My career highlights include bringing on and managing the portfolios of over 80 clients, providing them with quality information to guide their investment decisions. A sample of key contributions from my career includes:

Led the procurement, development and maintenance of investment portfolios for accredited investors

Managed accounts for clients to ensure that their investments align with their financial objectives and suitability

Performed daily research and analysis on current market trends

Presented investment opportunities and concepts to potential investors, leading to deals that raised over $7 million in capital

Maintained and developed client relationships through regular contact and excellent service.

My extensive financial experience puts me in a strong position to excel in the position of Financial Consultant at your company. I would welcome the opportunity to discuss my offerings with you in a more personal setting and I have included my contact information for your convenience. Thank you in advance for your consideration and I look forward to our conversation.


Lesley H. Gartner

Include These Financial Consultant Skills

  • financial and investment expertise
  • sales acumen and experience
  • networking skills
  • computer proficiency
  • Bachelor’s Degree in finance or accounting
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