Financial Advisor Cover Letter

Please consider me for the financial advisor opportunity. I am including my resume that lists my qualifications and experience.

In my previous role, I was responsible for a faster than average work pace is necessary combined with impatience for results.

Please consider my qualifications and experience:

• Experienced level of understanding of investment principles, products, and regulations
• Experienced level of understanding of sales techniques and cross-referral concepts
• Effective verbal and written communication skills for direct, written, and telephone contact with clients, business, public, product partner, broker-dealer and Bank personnel
• Fluency in English and Chinese (Mandarin or Cantonese)
• Strong work ethic and the highest level of professionalism
• Efficient and effective time management skills
• Finance related designation (CMA, CA, CPA, CGA, or MBA) preferred
• Good working knowledge of Oracle preferred

I am excited to be applying for the position of financial advisor. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for ensure customer problems are handled appropriately, advancing issues when necessary.

My experience is an excellent fit for the list of requirements in this job:

• Advanced knowledge of Microsoft Excel and abilities to improve internal processes
• Background of financial analysis and management reporting
• Good working knowledge of Oracle and Hyperion preferred
• Expert Excel skills including both data analysis (lookups, if statements, pivot tables, macros, ) and forward-looking modeling
• Self-starter who can work independently and as a team player
• Knowledge of financial concepts, investment products, portfolio analysis, goal setting and cash flow
• Demonstrates basic understanding of advisory function, practices and terminology
• Proficient in use of related technology, including Junxure, EMoney, custodial platform programs, and research software such as Zephyr, Morningstar

I would like to submit my application for the financial advisor opening. Please accept this letter and the attached resume.

Previously, I was responsible for experience working within a Regulatory environment preferred.

My experience is an excellent fit for the list of requirements in this job:

• Broad financial services and sales experience via telephone with broad knowledge of various financial products, such as mutual funds, annuities, stocks and bonds, preferably in a contact center environment
• Experience with heavy interaction and providing direction to clients via telephone
• Highly entrepreneurial, goal and results oriented
• Fully registered licensed broker
• Is energetic and an entrepreneurial business builder, who thrives and excels in a competitive marketplace, and is a proven asset gatherer
• Is a natural connector, and is actively involved in his/her community
• Is not intimidated by significant wealth and welcomes the opportunity to be around these individuals
• Has provided advice to clients before, and is viewed by clients as a trusted advisor, not only with financial decisions but for important life and business decisions

I submit this application to express my sincere interest in the financial advisor position.

In the previous role, I was responsible for is trustworthy and has personal integrity that is beyond reproach.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Is extraordinarily driven and demonstrates a record of success
• Sees the world through the lens of opportunity, not obstacles
• Is intellectually curious and has a passion and true interest in the capital markets
• He/she is compelling and a credible professional who communicates complex financial matters with clarity
• He/she has strong practice management skills, and brings a disciplined and organized process which is applied consistently to their practice
• Is relentless, working tirelessly on clients’ behalf, going the “extra mile” to assure clients’ needs are met
• Demonstrates a willingness to learn, is attentive to details, and has the capacity to use critical thinking to solve problems
• Actively demonstrate lobby leadership in the customer lounge, help & advice area and in self-serve areas of the branch with the goal to deliver a legendary customer experience and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations

In response to your job posting for financial advisor, I am including this letter and my resume for your review.

In my previous role, I was responsible for proactively seeks out developmental opportunities, focusing on self-identified strengths and weaknesses.

My experience is an excellent fit for the list of requirements in this job:

• Able to create an error free comprehensive financial plan with basic recommendations
• Work is accurate, organized and timely
• Able to answer technical questions and produce high-quality analysis
• Thinking critically on a strategic level, take initiative and problem-solve
• Building beneficial relationships in appropriate community, business, and professional organizations
• JD Edwards, Enterprise One, or Platinum general ledger experience helpful
• Excellent interpersonal , customer service, telephone, explanation ,verbal and written communication skills
• Well-developed communication skills (written and verbal) sufficient to prepare and deliver client presentations and proposals