Financial Advisor Cover Letter

Catalina G. Wright
1498 Lee Avenue. Pennsauken, NJ 08110
Phone: 712-585-9309. Email Address: wright101@aol.com

August 13, 2010

Ms. Abbie E. Roddy
CFO
XYZ Bank
100 Broadway
Cresskill, NJ 07626

Dear Ms. Roddy

XYZ bank is the leading financial institution taking care of all the personal financial needs and I am a financial advisor well-known for furnishing successful financial leadership. This and much more is what I am confident of bringing to the position of advertised financial advisor. The attached in-depth resume provides the details of my career and very well illustrates the merit in meeting to pursue our mutual interests.

Remarkable financial advisor key skills manifested are as follows:

• CFP certification from the certified financial planner, boards of standards Inc., itself demonstrates my expertise and credibility in the domain of financial planning and analysis. Moreover series 6, 7 and 63 certifications from Financial Industry regulatory Authority (FINRA) further adds weight to my financial credentials.
• Working at global provider of wealth management, securities trading and sales, corporate finance and investment banking services i.e. ABC Inc. itself demonstrates my expert knowledge of financial strategy/wealth/investment process and the associate products, services and platforms that you are looking for.
• Client focused approach has been the catalyst for the so far offered tailored investment solutions. Hence have been leading the team in curtailing down the attrition and mitigation rate by proactively identifying the key indicators of same.
• The aforementioned ability also very well indicates my ingenuity in understanding the clients’ spending habits, debt obligations, life goals and more. Hence I have been gaining their trust and confidence which is a key to become a successful financial advisor.
• Apart from guiding the clients for investment remain in forefront in investing in myself thereby constantly increasing my professional credentials through showing pro-activeness in learning the complex technical material to further increasing financial knowledge as a “Registered Representative” making “Smart Money”

XYZ bank is noted for employees centered leadership style thus the very fact encouraged me to make most of financial advisor strategies and expertise at the financial institution. Looking forward to schedule a meeting in line with your plan where we can additionally discuss the dynamic customer experience leadership that can be expected from me to bring to the role.

Thank you for kind consideration and time.

Sincerely
Catalina G. Wright