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Financial Advisor Cover Letter Example

Ready for your next job as a financial advisor? An outstanding cover letter can better your chances of success. Get started now with these step-by-step writing tips and sample sentences designed specifically for financial advisors in 2022.
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Financial Advisor Cover Letter Example
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What kind of job-seeking advice is helpful when you’re in the business of providing financial advice? For starters, in a field with limited employment growth, you need an exceptional financial advisor cover letter to showcase your expertise and experience.

Resume.io has you covered from every job-winning angle. Our resources include more than 180 occupation-specific writing guides with corresponding cover letter examples.

This writing guide, backed by cover letter examples for a financial advisor, will discuss: 

  • How your financial advisor cover letter should be structured
  • Achieving the objective of each cover letter part: header, greeting, introduction, body and conclusion
  • Common cover letter mistakes to avoid.
Statistical insight

According to the U.S. Bureau of Labor Statistics, the job market for personal financial advisors is expected to grow by 5% from 2020 to 2030, slower than the average for all occupations. That is not to say the demand for their services will be waning anytime soon, with an aging population of retirees the main driving force.

Best format for a financial advisor cover letter

There’s no magic formula for writing a cover letter, only the following orderly sequence of components: 

  • Header
  • Greeting
  • Introduction
  • Body
  • Closing and sign-off

Each cover letter section has its own persuasive purpose. Together, they add up to a single word-efficient page of reasons why you’re an excellent contender for this financial advisor position.

For more extensive advice on all aspects of cover letter writing, be sure to check out our comprehensive expert guide.

Below is a financial advisor cover letter example that you can customize for the position and hiring organization:

adaptable financial advisor cover letter

Dear Mr. Everclay,

With 12 years of insurance industry experience, I believe my expertise and client list would be essential in taking your start-up business to a whole new level. Your FinTech platform is incredibly intuitive and would only benefit from real-world personal financial advice. A dual approach will rest on finding the right financial advisors to manage the most complex transactions.

I am used to spending a considerable amount of time digging into the background of a client’s financial situation, so while I will be able to give an opinion in terms of the functionality of the software, my greatest value will lie in helping to clinch the final deals. I am an expert negotiator and was at the top of the sales charts for a whole year across life, medical, property and automobile insurance in 2019 at Horton. I was responsible for the top 20% of clients in terms of net worth and I increased YOY revenue per customer by 15%.

I have taken multiple risk management certifications after my financial management degree, and this remains an area of academic and professional interest. Working to fine-tune your risk assessment metrics would be a fascinating challenge as the big data analytical potential within your platform would be almost limitless.

I have read much about your start-up in the financial press and was told about the role by your CTO Harry Dukes. We worked together at Hereford Insurance, and I know that he is happy to share a personal reference. I would be incredibly excited for the opportunity of an interview to find out more about how my expertise might align with your goals for the future.

Sincerely,

Rachel Crose

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Cover letter header

To optimize your cover letter’s impact as a value proposition, the extra effort you put into an attractive header is bound to pay off. It shows your regard for visual ease of reading goes beyond financial reports. Also from a communication standpoint, the prominent placement of your name, occupation and contact information has other functional advantages. Your letter will not only stand out from the rest and leave a memorable mark on the minds of recipients, but will also make it that much easier for them to get in touch with you.

Expert tip

Stylishly the same

The distinctive first impression achieved in your cover letter header becomes twice as sustainable when your resume matches. Simply align the same design elements in the headers and throughout both application documents.

Goal of the cover letter header: Distinguish yourself from other job applicants with an eye-catching document that shows your regard for detail and high quality. 

Cover letter greeting

There’s no need to deviate from this time-tested cover letter greeting, still preferred as being personal and professional enough: “Dear <Mr.> or <Ms.> Surname.” 

The important thing is to address someone by name — typically the hiring manager or your prospective boss. If you don’t know who that is and no one is specified in the job application instructions, do your utmost to find out by checking the employer’s website or calling the office.

Failing those efforts to come up with any recipient name, your next best option is a generic alternative such as “Dear Financial Advisor Hiring Team” or “Dear Employer Name/Department Manager.”  

Goal of the cover letter greeting: Start off on a professional note while making a direct personal connection with the recipient by name.

Cover letter introduction

Convey confidence with a strong start to your cover letter case for being an ideal job match. While that bottom line does need to come across up front in the introduction, be sure to leave enough unsaid so recruiters are motivated to read further.

Essentially, your cover letter introduction should make these key points:

  1. Your qualifications are an ideal fit.
  2. You are enthusiastic about this opportunity to work for this hiring organization.
  3. You bring to the position something potentially beneficial to the employer.

Goal of the cover letter introduction: Catch and sustain the attention of hiring managers with a compelling preview of your qualifications.

Here’s the introduction from our financial advisor cover letter sample:

Adaptable cover letter greeting and introduction example

Dear Mr. Everclay,

With 12 years of insurance industry experience, I believe my expertise and client list would be essential in taking your start-up business to a whole new level. Your FinTech platform is incredibly intuitive and would only benefit from real-world personal financial advice. A dual approach will rest on finding the right financial advisors to manage the most complex transactions.

Copied!

Cover letter body

The body section of your financial advisor cover letter is where style and substance meet in the middle. Hiring managers expect you to “show us the money” by effectively highlighting your most relevant accomplishments. They are more interested in tangible results and benefits than a list of job duties. 

That means you should cite a few financial facts and figures to illustrate when you can. But a well-placed anecdote or two can deepen the dimensions you reveal about your passion, purpose and personality. Recruiters care about your ability to work with people, not just numbers.

Aim of the cover letter body: Highlight key relevant achievements in a relatable way, so the employer can envision your potential contributions.

Our financial advisor cover letter sample illustrates what you might include in the middle part:

Adaptable cover letter body example

I am used to spending a considerable amount of time digging into the background of a client’s financial situation, so while I will be able to give an opinion in terms of the functionality of the software, my greatest value will lie in helping to clinch the final deals. I am an expert negotiator and was at the top of the sales charts for a whole year across life, medical, property and automobile insurance in 2019 at Horton. I was responsible for the top 20% of clients in terms of net worth and I increased YOY revenue per customer by 15%.

I have taken multiple risk management certifications after my financial management degree, and this remains an area of academic and professional interest. Working to fine-tune your risk assessment metrics would be a fascinating challenge as the big data analytical potential within your platform would be almost limitless.

I have read much about your start-up in the financial press and was told about the role by your CTO Harry Dukes. We worked together at Hereford Insurance, and I know that he is happy to share a personal reference. I would be incredibly excited for the opportunity of an interview to find out more about how my expertise might align with your goals for the future.

Copied!

Cover letter closing 

End your cover letter with a nudge on the recipient’s end that ideally leads to an interview invitation. Remind recruiters of your strongest suit for being hired, adding a note of thanks for their consideration. Then close with a call to action that leaves the next move up to them. 

Simply state that you look forward to hearing back, or even ask if it’s OK for you to follow up with a phone call in a week or so. Anything that makes it less comfortable for readers to disregard or discard your cover letter is an appropriate way to conclude.

All that’s left is to sign off with “Sincerely,” “Best regards” or “Best” above your name

Goal of the cover letter closing: End on a positive, self-assured note with a call to action that you hope prompts an interview invitation.

Below is the closing section of our sample financial advisor letter.

Adaptable cover letter closing example

Sincerely,

Rachel Crose

Copied!

Common cover letter mistakes to avoid

Our cover letter advice would not be complete without a cautionary note about common pitfalls. Be careful to avoid:

  • Cloning the same generic cover letter for mass-mailing to multiple employers.
  • Careless typos.
  • Spelling and grammar mistakes.
  • Unclear or repetitious wording, along with clichés and institutional jargon.
  • A messy, text-dense or otherwise unattractive-looking document.
Expert tip

Strive for reader-friendliness on all of these layout and design counts:

  • Clean, streamlined, clutter-free and polished
  • Fonts that aren’t humdrum, but still highly legible
  • Balance between black text blocks and white space
  • Bullet points for breathing room
  • Sparing graphic and colored touches

Using one of Resume.io’s cover letter templates eliminates the need to fuss or fret over these details.

Key takeaways for a financial advisor cover letter

  1. Slower-than-average employment growth for financial advisors makes a stand-out cover letter essential to pursue the best positions.
  2. Each cover letter section adds value to your case for being an ideal job contender.
  3. Resume.io’s adaptable financial advisor cover letter sample can help you get started on a great page design.
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Build your cover letter in minutes
Stand out and get hired faster with our collection of free cover letter templates expertly-designed to land you the perfect position.
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