Financial Advisor Cover Letters

Approved by real hiring managers, these Financial Advisor cover letters have been proven to get people hired in 2023. A hiring manager explains why.

Hiring Manager for Financial Advisor Roles
Compiled and approved by: Emma Berry-Robinson
Senior Hiring Manager - Financial Advisor Roles
19+ Years of Experience

Financial Advisor Cover Letter Example

Dear Hiring Manager,

As a long-time advocate for financial literacy and well-being, I am thrilled to apply for the Financial Advisor position at Morgan Stanley. My own journey to financial independence began when I first read the book "Rich Dad Poor Dad" as a teenager. Since then, I have been passionate about empowering others to take control of their financial futures, and I believe Morgan Stanley's commitment to personalized, client-centered advice aligns perfectly with my values and goals.

Over the past five years, I have developed a track record of helping clients achieve their financial goals through tailored investment strategies and tax-efficient planning. In my previous role at Resume Worded, I successfully managed a portfolio of over $50 million, consistently delivering an average annual return of 8%, outperforming the benchmark index. I also implemented a new client onboarding process that reduced the time spent on paperwork by 30%, allowing myself and my colleagues to focus more on building strong client relationships.

I am especially excited about this role because of Morgan Stanley's dedication to fostering a diverse and inclusive workplace. In my current position at Resume Worded, I co-founded a Women in Finance initiative that has promoted gender diversity within the company and encouraged more women to pursue careers in the financial industry. I look forward to contributing to Morgan Stanley's ongoing efforts in this area.

Thank you for considering my application. I am eager to discuss how my skills and experiences align with Morgan Stanley's vision for the future of financial advising. I look forward to the opportunity to contribute to the continued success of your team.


[Your Name]

Why This Cover Letter Works in 2023

Highlighting Relevant Skills and Achievements

By mentioning specific accomplishments related to the role, the candidate demonstrates their expertise and ability to deliver results for clients, which is crucial for a Financial Advisor position.

Process Improvement

Sharing the story of implementing a new onboarding process shows the candidate's ability to identify areas for improvement, take initiative, and drive positive change within their organization.

Aligning with Company Values

Expressing excitement about Morgan Stanley's commitment to diversity and inclusion helps the candidate connect on a deeper level with the company and demonstrates that they share similar values.

Financial Advisor Cover Letter Example

Dear Hiring Manager,

I am thrilled to apply for the Financial Advisor position at JPMorgan Chase & Co., a company that's always been a beacon in the financial world. My interest was piqued when I first heard about your commitment to personalized financial solutions for your clients. I remember my grandfather telling me stories about his trust in Chase's investment advice, and I've carried that respect for your company with me ever since.

In my previous role at Resume Worded, I spearheaded a financial literacy initiative that increased our clients' understanding of their financial plans by 60%. I also developed a unique client segmentation strategy that improved our advisors' productivity by 25%. These accomplishments were not just about numbers, but about my ability to create strategies to meet individual needs.

What excites me about this role is the opportunity to leverage my skills in a larger arena. I am eager to bring my knack for personalized financial planning to a company that values the same. I've always admired Chase's approach to client relationships, and I believe my background will allow me to contribute to your continued success in this area.

Thank you for considering my application. I am looking forward to the possibility of working with a team that shares my passion for creating personalized financial solutions.

Best Regards,
[Your Name]


Why This Cover Letter Works in 2023

Highlighting Initiatives and Impact

This is a wonderful example of showing, not just telling. By mentioning the financial literacy initiative and the client segmentation strategy, the candidate demonstrates their ability to take charge and innovate. The quantified results (60% increase in understanding, 25% increase in productivity) shows potential employers that they're capable of making a tangible impact.

Aligning Personal Values with Company's Mission

What makes this stand out is your clear understanding of the company's values and how you align with them. You're not merely looking for a job, but a role where your skills, values, and passions can be put to the best possible use. It's a powerful way to show that you've done your research and that you're focused on a mutually beneficial relationship.

Senior Financial Advisor Cover Letter Example

Dear Hiring Manager,

I am excited to express my interest in the Senior Financial Advisor role at Goldman Sachs. Ever since I started in the industry, I've always admired Goldman Sachs' commitment to providing tailored, dynamic financial strategies for their clients.

During my tenure at Resume Worded, I led a team of financial advisors and we were able to increase our portfolio by 35% in two years. This was achieved through a combination of strategic investment advice and a focus on client relationships. What stands out for me in this achievement is not just the growth, but the way we were able to maintain strong, trusting relationships with our clients throughout the process.

I also implemented a new financial planning tool, which improved our team's efficiency by 40%. This tool allowed us to provide more personalized advice and manage our clients' portfolios more effectively. I'm excited about the opportunity to bring my experience and passion for financial advising to Goldman Sachs.

Thank you for considering my application. I am eager to contribute my expertise to a company that is a leader in the field and deeply committed to its clients.

Warm Regards,
[Your Name]

Why This Cover Letter Works in 2023

Team Leadership and Growth

Leading a team and achieving impressive growth in portfolio size is a significant achievement. It speaks volumes about your leadership skills, strategic thinking, and ability to build strong client relationships. Remember, it's not just about what you did, but how you did it - maintaining trust while achieving growth is a skill that many potential employers will value.

Implementing Efficiency Tools

This sentence is a winner. It shows your ability to identify ways to improve efficiency - a highly valued skill in any industry, but especially in the finance sector where time is money. By implementing a tool that improved efficiency by 40%, you've demonstrated your initiative and problem-solving skills. Plus, the mention of 'personalized advice' aligns with Goldman Sachs' commitment to tailored strategies, making it even more relevant.

Alternative Introductions

If you're struggling to start your cover letter, here are 6 different variations that have worked for others, along with why they worked. Use them as inspiration for your introductory paragraph.

Growing up in a family where financial literacy was highly valued, I have always been drawn to improving the financial well-being of others. My passion for empowering people to take control of their financial futures has led me to apply for the Financial Advisor position at Charles Schwab. I am particularly impressed by your company's emphasis on providing transparent, research-driven advice, which aligns closely with my dedication to client-centered service.
This introduction effectively showcases the candidate's personal connection and passion for financial literacy, highlighting a genuine interest in working at Charles Schwab and their alignment with the company's values.

Witnessing the negative effects of poor financial planning on my friends and family inspired me to pursue a career in financial advising. Therefore, I am excited to apply for the Financial Advisor role at Fidelity Investments, where your focus on long-term financial strategies and client-centric approach resonates with my own commitment to helping individuals achieve financial security and growth.
This intro demonstrates how the candidate's personal experiences and observations have inspired them to pursue a career in financial advising and how Fidelity Investments' focus aligns with their own commitments.

As a seasoned financial advisor, I am excited to bring my skills and experiences to the Financial Advisor position at Vanguard. Your company's dedication to low-cost, high-quality investment options for clients speaks to my own belief in the importance of providing accessible financial advice and support to a diverse pool of investors.
The candidate emphasizes their alignment with Vanguard's unique dedication to low-cost investing and highlights their belief in the importance of accessibility in financial advising, setting the stage for a strong connection to the company.

My love for numbers and problem-solving led me to a career in financial advising, where I found immense satisfaction in helping clients achieve their financial goals. Applying for the Financial Advisor position at Goldman Sachs is a natural fit, as your drive for innovation and commitment to excellence in client service align seamlessly with my own professional values and aspirations.
This intro demonstrates the candidate's passion for their profession, while highlighting the company's commitment to innovation and excellence as key factors that have attracted them to Goldman Sachs.

Having experienced firsthand the impact of a trusted financial advisor in my own life, I am eager to apply for the Financial Advisor position at J.P. Morgan to help others achieve financial stability and growth. Your company's holistic approach to wealth management and focus on building lasting client relationships are in line with my own commitment to providing comprehensive financial advice.
By sharing a personal experience and highlighting the company's unique approach to wealth management, this intro creates a strong connection between the candidate's values and the values of J.P. Morgan, showcasing the potential for a successful partnership.