Financial Planner Cover Letter
This professional photographer wanted to transition to being a financial planner without related experience. The writer emphasized the applicant's maturity and sound business judgment, which are needed by FPs.
Sample Financial Planner Cover Letter
November 18, 2010
City, State ZIP
Dear Hiring Authority,
After 20 years as a successful small-business owner, I'm changing career directions to follow my longtime desire to be a financial planner. To that end, I am currently enrolled in a CFP program.
Although I have no professional experience as a financial planner, I have frequently advised others on investment strategies. In my own case, I developed an investment strategy for my portfolio that yielded an annual return of 10.5% for a 10-year period ending 12/31/01. I also managed the disbursement of assets for 2 estates.
I can be characterized as an entrepreneur with sound business judgment, maturity, good sales skills, and high integrity. I enjoy challenges that require learning new skills and interacting with the public. I am steady and patient, having built my own business from the ground up to more than $500,000 in annual revenues.
My goal is an exciting and rewarding position with a company facing new prospects. I am eager to participate in any training process that will build on my skills and provide the knowledge I need to be successful.
I prefer to stay in the metropolitan New York City area, but will consider attractive opportunities in the tri-state region. I would prefer to travel no more than 50% of the time.