Financial Advisor Cover Letter Example

Dayle Kavonic
By Dayle Kavonic, Career Advice Expert
Last Updated: October 20, 2023
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A well-written resume can only take you so far. You have a much higher chance of being considered for your dream job if you elevate your application by submitting a strong cover letter too. Letter writing not your forte? Don’t worry. We’ve got you covered. Follow this guide to write a compelling cover letter for a financial advisor position that showcases your suitability for the role and encourages hiring managers to call you for an interview.

Financial Advisor Cover Letter Example Edit this template

Financial advisor cover letter (text)

Martie Dallas

Atlanta, GA 30310
(555) 555-5555

June 08, 2023

Robin Strickland,
Georgia Financial Advisors
Atlanta, GA 30326
Phone: 555-555-5555

Dear Robin Strickland,

With the constantly changing economy, it is important to have financial advisors who understand how to handle a variety of fiscal situations. Your company is very reputable and has had a positive impact on its clients. I believe that my ability to make quick and effective decisions as well as my skills in the area of finance could benefit your company.

Having worked for the past four years as a personal banker with 10 clients, I am very familiar with selling financial products and services and explaining financial terminology to clients, improving revenue by 35%. I also have experience in helping customers with money and risk management. I understand how the finance industry works and enjoy helping clients make the most of their assets.

I recently completed my associate degree in finance, and am looking to advance my career. Your job listing specified a desire for additional education and licenses. My associate degree has made me interested in becoming more specialized and devoting my talent to specific areas of finance.

I feel that my existing knowledge of the financial industry and my experience with customer service will make me an ideal candidate for this job. I want to thank you for taking the time to read this letter and hope you will consider me for this role. I would be grateful to get to know you better during an interview.

Martie Dallas

How to format a financial advisor cover letter

A cover letter works to introduce not just your resume, but also you as a person. It gives you a chance to explain why you want to work for the company and highlight the alignment between your skill set and the job requirements. When written well, a cover letter can increase your chances of landing an interview. 

To effectively frame your qualifications and appeal to prospective employers, you must use the correct cover letter format.

  1. Use the business letter format for your financial advisor cover letter

    A cover letter is a business document, so use the standard business letter format for your financial advisor cover letter. 

    Set your margins on all sides to 1 and ¼ inches, use single spacing and opt for left alignment on your one-page document.

    It’s important to make sure your cover letter includes all of the following:

    • A header with your name, city, state, ZIP code and telephone number. 
    • A greeting, like “Dear Evelyn Baker,” “Dear Hiring Manager,” or “Dear Finance Department.”
    • A simple closing, like “Kind regards” or “Sincerely.” 

    Using a cover letter template for a financial advisor job is the best way to ensure your cover letter is formatted correctly and optimized for applicant tracking systems (ATS). Plug it into our Cover Letter Builder to get expert advice every step of the way. You’ll have a professional cover letter for a financial advisor job to pair with your resume in a matter of minutes.

How to write a cover letter for a financial advisor position

  1. Start with an intriguing introduction

    Companies receive heaps of applications for top jobs, so your cover letter needs to grab hiring managers’ attention instantly if you want to be considered. The opening of your financial advisor cover letter should read like your best elevator pitch and be concise and direct. Tell prospective employers who you are, why you’re interested in this particular job and what makes you ideally suited to the role. Our sample cover letter for a financial advisor position provides a good indication of how to structure your introduction.

  2. Use past accomplishments to illustrate why you’re a great fit for the role

    The body of your financial advisor cover letter should paint a clear picture of your career history while also showcasing your personality and values. Give the hiring manager a sense of how you can contribute to the company’s success. The best way to do this is to highlight past work accomplishments, using numbers and strong action verbs. When describing your hard and soft skills, remember to draw on keywords from the job description.

  3. Close with a call to action

    Take inspiration from our cover letter examples for financial advisor roles and use your final paragraph to thank the hiring manager for their time and reiterate how much you want the job. Wrap up by encouraging them to contact you to arrange a time to discuss the position and what you can bring to the table further.

Pair your financial advisor cover letter with a matching resume

Do’s and don’ts for building a financial advisor cover letter

  • Address the recruiter or hiring manager directly.
  • Explain what attracted you to the company in one or two sentences. 
  • Customize your financial advisor cover letter for the job. 
  • Include keywords from the job description throughout.
  • End with a clear call to action. 
  • Proofread your cover letter more than once. 
  • Write a generic financial advisor cover letter. 
  • Write more than one page. 
  • Use generic salutations, like “To Whom It May Concern.”
  • Regurgitate your financial advisor resume. 
  • Rely on automatic grammar or spell-checkers. 
  • Write a fan letter, even if it is your dream job.

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