Finance Advisor Cover Letter

Finance Advisor Cover Letter (With Examples)

Managing the many aspects that go into a person or business’ finances is a stressful task, which is why many confide in the expertise of a financial advisor. Their advice helps clients make the best decisions about things like taxes, making investments, and retirement. Financial advisors take on the huge responsibility of assisting people towards their monetary goals.

Effectively providing this service requires soft skills in collaboration and critical thinking, plus comprehensive knowledge of finances. Illustrating these abilities in your cover letter when applying for a financial advising job could be the factor that results in receiving an interview.

Parts of a Financial Advisor Cover Letter

Writing a cover letter might sound like an extra hassle to add when handling the already exhausting process of job seeking, but it can greatly strengthen your application materials. Your cover letter is even more valuable when you’re applying for a position that’s largely judged by experience and field knowledge, such as a financial advisor.

In roles like these, hiring managers usually receive very rigid applications, and a cover letter gives job candidates the chance to stand out with their charm.

While many applicants might have the same level of education and finance industry experience as you do, they can’t replicate your captivating personality. Additionally, being able to communicate is a big part of a career as a financial advisor. Use a cover letter to show your skills in this regard.

Now that you’re fully convinced to throw yourself into the task start by reading through the following parts of a financial advisor cover letter.

Financial Advisor Cover Letter Opening

The first part of a financial advisor cover letter to tackle is the opening. Starting a professional letter to a person who might as well be a stranger can be intimidating, but it's best to just jump right into it.

Your initial concern is formatting the letter properly. The header should include your information, such as your full name and email address, and the hiring manager’s details too.

The best move when addressing a cover letter is to find the specific hiring manager’s details. This information is usually available through the original job posting, but it could take a little bit of investigation. Greeting the recruiter by their actual name establishes a level of personalization and care to communicate with them specifically.

Once these contact details have been established, start writing the opening paragraph of your cover letter.

This should be a brief introduction to who you are, the position you’re trying to get, and the company it’s with. It’s also recommended to include the job board or website that you found the open position on.

Financial Advisor Cover Letter Body Paragraphs

The body paragraphs of a financial advisor’s cover letter are when a candidate’s personality can truly shine through. The body should be around two to three paragraphs in length, which provides more room for speaking directly to a hiring manager than any other application material.

Use it to speak in more detail about relevant professional experiences, skills, and accomplishments that attest to your abilities as a financial advisor.

While you shouldn’t come right out and list every soft skill you exhibit on the job, include stories or achievements that demonstrate these qualities.

Before writing the body paragraphs of your cover letter, go back through the position’s requirements on the job posting. When you come across a quality that applies to your professional attributes, find a way to add this into your cover letter’s body.

Financial Advisor Cover Letter Closing Lines

Once you get to the point of writing closing lines for a cover letter, you can begin to breathe a sigh of relief. It’s almost over. Just one last short paragraph left and a simple sign-off paragraph to close the letter.

In the closing paragraph of your cover letter, focus mostly on your appreciation for being considered as a job candidate. It isn’t easy to evaluate each and every candidate who applies. Being thankful for the consideration shows positive character traits that they’ll be looking for.

You can also include your best methods of contact or availability for an interview in this final paragraph. Once the ending is written to your liking, finish it off with your signature.

Example of a Financial Advisor Cover Letter

Tips for Writing a Financial Advisor Cover Letter

1. Only include your most impressive and relevant achievements. Financial advisors often work with many different clients on a variety of projects, and it can be tempting to disclose all of these achievements.

   Since a cover letter is only one page long, stick to only mentioning your most impressive accomplishments that are relevant to being a financial advisor.

2. Use data to quantify your accomplishments. While most applicants are encouraged to use numerical data to explain their accomplishments, it's an absolute must for financial advisors when writing a cover letter.

   Unlike other occupations, being a financial advisor usually comes with defined benchmarks of success in the form of increasing profits or clientele. Express your accomplishments using these numbers to verify your skills.

3. Be conversational. A lot of the work that a financial advisor does is translating complex monetary situations to people who are unfamiliar with the topic. Use this skill to create a more conversational tone when writing out a financial advisor cover letter.