Financial Advisor Resume Cover Letter Examples

Peter Norton

5/131 Jacob Street
Blackland QLD 4000
T: (07) 9000 0000
M: 0400 050 505


James Kennedy

Recruitment Officer
Regional Bank of Australia
Locked Bag 4444
Blackland QLD 4000

Dear Mr Kennedy

Re: Entry-Level Financial Planner

I wish to apply for the Entry-Level Financial Planner position as advertised in The Sydney Morning Herald on 17 November 2008.

I am passionate about solving financial problems and devising investment plans, and am keen to pursue a career in financial planning. I recently graduated from the Financial Services Institute of Queensland with a Graduate Diploma in Financial Planning and PS146 compliance. I also have almost two years experience working in the financial planning divisions for Getrich Bank and Blackland Bank.

In my current position as a Financial Planning Assistant at Blackland Bank, I work closely with my Financial Director and finance team to give clients the best financial solutions. I meet clients on a daily basis to answer queries and enable them to make financial decisions according to their own unique situations and I work to maintain excellent relationships with them. I also answer a wide range of customer enquires from the bank’s inbound call centre and use various software programs such as Windham to complete customer reviews.

My previous experience as a Financial Planning Support Officer at Getrich Bank honed my communication, organisation and multitasking skills. In this role, I managed my time between assisting a senior financial planner with maintaining relationships with clients and planning investment strategies, and completing administrative tasks such as compiling customer profiles, overhauling the database and collating market rates.

I am excited about the opportunity to join the financial planning team at Regional Bank of Australia. Please find my resume and academic record attached and I look forward to an opportunity to discuss my suitability for the position further at an interview.

Thank you for your time and consideration.

Yours sincerely

[sign here]

Peter Norton

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.

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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