Professional Financial Advisor Cover Letter Examples for 2024

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Your financial advisor cover letter must immediately highlight your proficiency in managing assets and devising financial plans. Showcasing this at the outset can set a strong, relevant tone. In the second paragraph, focus on your success with client relationships and portfolio growth. It's crucial to illustrate your ability to tailor strategies to individual needs.

Crafting a financial advisor cover letter can seem daunting as you dive into job applications. It's not just a repeat of your resume; it's your chance to highlight a shining moment in your career through a compelling story. You aim for formal elegance while dodging the clichés and keeping everything concise on a single page. Let's tackle the challenge together and make your cover letter stand out to potential employers.

In the next few paragraphs, our financial advisor cover letter writing guide will show you how to:

  • Personalize your financial advisor cover letter and get inspired by other professionals to tell a compelling story;
  • Format and design your financial advisor cover letter to make an excellent first impression;
  • Introduce your best achievement in your financial advisor cover letter to recruiters;
  • How to make sure recruiters get in touch with you, using your financial advisor cover letter greeting and closing paragraphs.

What is more, did you know that Enhancv's AI can write your cover letter for you? Just upload your financial advisor resume and get ready to forward your job application in a flash.

Financial Advisor cover letter example

Elijah Brown

Washington, D.C.


Dear Hiring Manager,

With a solid background in wealth management and a thorough understanding of financial analysis, I have followed the financial strategies you've employed and have been impressed by your firm's commitment to providing exceptional client service. The dedication resonates with my professional philosophy and the results I've strived to achieve with my clients.

At Morgan Stanley, my role as Senior Financial Analyst centered on developing comprehensive financial models, which optimized investment strategies and resulted in increasing portfolio returns by an impressive 20% year-over-year. This achievement underscores my commitment to performance improvement and client satisfaction, particularly where it involved maintaining a $500M client asset portfolio that consistently surpassed the S&P 500 benchmark.

I am eager to bring my strong track record of strategic financial planning and wealth management to your esteemed company. As a next step, I would welcome the opportunity to discuss how my experience and insights can benefit your financial team and contribute to your clients' success.


Elijah Brown

Senior Financial Analyst | Client Relations | Wealth Management
What makes this cover letter good:

  • Emphasizing a strong track record in wealth management, such as the candidate's experience at Morgan Stanley, showcases a history of successful financial oversight and strategy implementation, which is critical for establishing credibility for a role in financial analysis and advisory services.
  • Quantifiable achievements, like increasing portfolio returns by 20% and managing a $500M client asset portfolio, provide concrete evidence of the candidate's ability to deliver results which is persuasive to hiring managers looking for a high level of competence.
  • Mentioning how past work surpassed recognized benchmarks such as the S&P 500, illustrates a competitive edge and an understanding of the industry standards, which is particularly appealing for roles requiring a deep knowledge of market performance and trends.
  • The offer to discuss how the candidate's experience and insights can contribute to the team underscores a forward-thinking and proactive approach, essential for roles where collaboration and adding value are key components of the job.

The must-have sections and format of your financial advisor cover letter

When writing your financial advisor cover letter, keep in mind that it'll only be read by the recruiters and not the Applicant Tracker System (or software used to assess your profile). That's why you should structure your content with a/an:

  • Header (apart from your contact information, include your name, the role you're applying for, and the date);
  • Personalized salutation;
  • Opening paragraph to win the recruiters over;
  • Middle paragraph with key details;
  • Closing that starts from clichés;
  • Sign off (that's not mandatory).

Industry standards dictate your paragraphs to be single-spaced and to wrap your content in a one-inch margin. Designing your financial advisor cover letter, refer to one of our templates, which automatically takes care of the spacing and margins.

Choose the same font for your financial advisor cover letter as you did for your resume: the likes of Lato and Bitter would help you to stand out in a sea of cover letters in Arial or Times New Roman.

Export your whole financial advisor cover letter from our builder in PDF to keep the same formatting and image quality.

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The top sections on a financial advisor cover letter

  • Header: Include your full name, professional title (e.g., Financial Advisor), contact information, and the date, as this establishes your identity and makes it easy for the recruiter to reach out to you.

  • Opening Greeting: Address the hiring manager or recruiter by name if possible, as a personalized greeting shows that you've done your research and are serious about the role.

  • Introduction: Briefly state your purpose for writing, your current role, and why you're interested in the financial advisor position with their company, as this sets the context for your application and grabs the recruiter’s attention.

  • Body (Experience and Skills): Highlight your relevant financial planning experience, certifications (such as CFP or Series 7), and results-driven examples that demonstrate your competency in managing client portfolios and providing sound financial advice, which are the core responsibilities of a financial advisor.

  • Closing and Call to Action: Express your gratitude for the recruiter's time, reaffirm your enthusiasm for the role, and confidently invite further discussion or an interview, showing that you are proactive and eager to move forward in the application process.

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Key qualities recruiters search for in a candidate’s cover letter

  • Deep understanding of financial markets and investment strategies: Demonstrates the ability to guide clients in making informed decisions about their investments.
  • Strong analytical and quantitative skills: Essential for analyzing financial data and creating customized financial plans tailored to clients’ goals and risk tolerance.
  • Exceptional interpersonal and communication skills: Key for building trust with clients and effectively communicating complex financial concepts in simple terms.
  • Proven track record of achieving financial targets: Shows that the advisor is results-oriented and capable of helping clients reach their financial objectives.
  • Relevant certifications and licenses (e.g., CFP®, Series 7, Series 66): Indicates professional commitment and adherence to industry standards and regulations.
  • High ethical standards and integrity: Critical in ensuring that the advisor acts in the best interests of their clients and maintains their trust.

What matters most when tailoring your financial advisor cover letter salutation

Your financial advisor cover letter greeting should feel welcoming to recruiters.

Use their first name (e.g. "Dear Marshall" or "Dear Sara"), if you've previously been in touch with the hiring manager and are on a more friendly basis.

If this is the first time you're contacting the recruiters, start your financial advisor cover letter with:

  • their last name (e.g. "Dear Ms. Ali" or "Dear Mr. Stevens") - look up who's the hiring manager for the role on social media or the company website;
  • generalized greeting (e.g. "Dear HR Team") - just don't use "To whom it may concern" or "Dear Sir/Madam".
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List of salutations you can use

  • Dear Hiring Manager,
  • Dear [Name of the Hiring Manager],
  • Dear [Name of the Department] Team,
  • Dear Members of the [Company Name] Hiring Committee,
  • Good Day [Name of the Hiring Manager],
  • Esteemed [Job Title Selection Panel/Department],

The financial advisor cover letter intro: aligning your interest with the company culture

You only have one chance at making a memorable first impression on recruiters with your financial advisor cover letter.

Structure your introduction to be precise and to include no more than two sentences.

Here are some ideas on how to write a job-winning financial advisor cover letter introduction:

  • get creative - show off your personality from the get-go (if this aligns with the company culture);
  • focus on your motivation - be specific when you say what gets you excited about this opportunity.
Intro Paragraph
I am eager to leverage my expertise in financial planning and wealth management to contribute to the innovative client-focused strategies that are the hallmark of XYZ Financial Services.

How to select your best achievement for the middle, or the financial advisor cover letter body

You probably feel exhausted by this point in your application: you've dived into all the details of your success and skills in your financial advisor resume.

What else can you include in your financial advisor cover letter body?

Well, for starters, the next three to six paragraphs should show you further value as a professional. Or, why should recruiters choose you?

Think back on a noteworthy achievement that answers key job requirements and dive deep.

Structure your financial advisor cover letter middle as you'd a story: following chronological logic and highlighting outcomes, thanks to skills.

At the end of the day, you'd want recruiters to be able to see you as the best candidate for the role and understand more about who you are and what makes your success unique (and valuable to the role).

Body Paragraph
In a challenging financial quarter, I identified a misaligned asset allocation for a key client's portfolio, which was impacting their investment efficiency. By reallocating resources and optimizing the portfolio distribution, I achieved a 15% increase in returns over the following year, surpassing our target by 5%. This strategic maneuver not only secured our client's confidence but also drew in additional investments totaling over $2M due to the demonstrated performance.

Ending your financial advisor cover letter to avoid "Sincerely yours"

Yes, this sort of closing statement may work best before your signature.

But you want to give recruiters something more with your financial advisor cover letter ending.

Some professionals choose to go down the path of promises. In a single sentence, they map out what they'd bring about to the role (whether that's a particular technical skill set or personal traits).

Others, decide to be more concrete by thanking recruiters for their time and prompting for their next interview.

Whatever path you choose, remember to always be polite and respectful of the opportunity you've had. Good manners go a long way.

Closing Paragraph
Eager to discuss how my expertise aligns with your financial goals, I look forward to the opportunity to interview and join your team.

Which story should you tell in your financial advisor cover letter when you have zero experience

Candidates, lacking professional experience in the field - this one is for you.

Your financial advisor cover letter is an exercise of integrity, honesty, and, above all, spinning a positive narrative around your strengths.

And what better way to capture recruiters' attention than with your most job-relevant achievement (this could be from your internship or volunteering experience)?

Make sure to back up your success with transferrable skills that are relevant to the job (e.g. how your year, studying abroad, has taught you to be more motivated and handle multicultural environments).

Another safe card you can bet on is your career dream: in the body of your financial advisor cover letter, go into the details of how your ambitions would help make the company you're applying for better.

Key takeaways

Summarizing the most important aspects in writing your financial advisor cover letter, remember to:

  • Create a personalized financial advisor cover letter for each role you apply for, that includes the recruiter's name in the salutation;
  • Format your financial advisor cover letter with single-spacing, one-inch margins, and a modern, yet ATS-friendly font;
  • Always start off your financial advisor cover letter with two sentences that reflect what is most important about your application;
  • Your financial advisor cover letter body should feature your biggest accomplishments and the job-relevant skills it has taught you;
  • Instead of opting for the "Sincerely yours" ending, close your financial advisor cover letter with a nod to the future with what you aim to achieve in this potential role.
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Volen Vulkov
Volen Vulkov is a resume expert and the co-founder of Enhancv. He applies his deep knowledge and experience to write about a career change, development, and how to stand out in the job application process.
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