Financial Advisor Cover Letter

August 31, 2021

[Hiring Manager’s Name]
[Company Address]
Evansville, IN 47701
(xxx) xxx-xxxx
hiring.manager@gmail.com

Dear [Mr./Mx./Ms.] [Hiring Manager’s Name]

As a Senior Financial Advisor and Wealth Management Professional with 10 years of experience in investment banking, financial services, and health insurance industries, I’m confident I’ll be an excellent fit as [Company Name]’s next Financial Advisor.

Throughout my career, I’ve been consistently recognized for reducing banking and investment costs and increasing ROI by devising and delivering custom-tailored financial plans and strategies targeting unique client requirements. Currently, as Senior Financial Advisor for Wells Fargo Advisors, I manage a portfolio of 300+ high-value clients and over $190 mil. AUM (Assets Under Management). Please consider the following highlights of my key achievements:

• Managed $30 mil. in investments, providing client-tailored strategies to achieve investment goals
• Grew the number of high-worth clients 47% by generating new business through rapport building and prospecting
• Attained Top 100 Advisor status in Wells Fargo out of 2,200 nationwide advisors

I look forward to meeting with you and learning more about your goals for this position. Until then, thank you for your consideration.

Sincerely,

[Your Name]