Financial planner cover letter

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Information about Financial planner cover letter

Published on March 5, 2014

Author: briangray630


Financial planner cover letter This ppt file includes useful materials for writing cover letter such as cover letter samples, cover letter writing tips and other materials for Financial planner job application such as resume writing, interview questions…

Financial planner cover letter sample 1 Dear Mr Jackson After 20 years as a successful small-business owner, I'm changing career directions to follow my longtime desire to be a financial planner. To that end, I am currently enrolled in a CFP program. Although I have no professional experience as a financial planner, I have frequently advised others on investment strategies. In my own case, I developed an investment strategy for my portfolio that yielded an annual return of 10.5% for a 10-year period ending 12/31/01. I also managed the disbursement of assets for 2 estates. I can be characterized as an entrepreneur with sound business judgment, maturity, good sales skills, and high integrity. I enjoy challenges that require learning new skills and interacting with the public. I am steady and patient, having built my own business from the ground up to more than $500,000 in annual revenues. My goal is an exciting and rewarding position with a company facing new prospects. I am eager to participate in any training process that will build on my skills and provide the knowledge I need to be successful. I prefer to stay in the metropolitan New York City area, but will consider attractive opportunities in the tri-state region. I would prefer to travel no more than 50% of the time. Cover letter sample Yours sincerely Mark Dixon

Financial planner cover letter sample 2 Dear Mr Jackson I would request you to consider me for the position of a Financial Planner with your organization. I am sure that I will meet all the requirements that are listed in your ad in The Wall Street Journal, as it has been briefly outlined below: Strong Desire for Achievement: In the past few months, I have contacted more than 100 oil companies on three different occasions for pursuit of career opportunities. This skill of mine demonstrates persistence, strong goal focus and commitment Independent: I have always relied on no one else but my own work and research for coming up with strategies and solutions that are used in financial and personal decisions. I usually look before I leap Self Motivation: I have a Master's degree in Geology and currently I am pursuing MBA part-time with specialization in Finance I am looking forward to work with your financial organization, since I have a huge interest in financial planning. Therefore, I would request you to fix a time for personal interview and discuss the job opportunity further. You can reach me at anytime at 337-268-2490 or e-mail me at Thank you for reviewing my letter and resume. Yours sincerely Mark Dixon Cover letter sample

Useful materials for writing cover letter Cover letter sample Please visit:, you can ref free useful materials below for your Financial planner job application & interview: • Top 10 cover letter samples • Top 25 tips for writing your effective cover letter • Top 8 resume samples • Free ebook: 75 interview questions and answers • Top 3 interview thank you letter samples • Top 10 secrets to win every job interview • Top 12 common mistakes in job interviews • Top 10 questions to ask employer during job interview

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