Free Certified Financial Planner Cover Letter

CERTIFIED FINANCIAL PLANNER COVER LETTER

[January 01, 2050]

[Elizabeth C. Samford]
[Financial Director]
[762  Cook Hill Road]
[Wallingford, CT, 06492]

Dear [Ms. Samford],

With a formal educational background in [finance] with my proven achievements in the field, I am looking for a company where I can develop my knowledge and skills further. When I saw your job posting in [jobfinds.com], I immediately thought of how perfect [State Bank] would be for my next career endeavor. I am confident that I can help you with the company's financial state growth, as you can help me nurture my work ethic.

During my employment in [Union Bank], I coordinated closely with senior finance management in assisting investment research and analysis. I responded to real-time and scheduled situational advice calls covering a wide array of financial topics. I also planned and implemented appropriate savings and spending strategies for various clients. In [Welis Fargo], I coached clients in developing and maintaining investment policy allocation strategies. I provided investment advice to high net worth customers of the organization and supported the service requirement of the relationships. I mentored and trained client service managers and client service, assistants. I also analyzed, developed, and presented investment strategies for the clients. 

With my extensive years of being a Certified Financial Planner, I am positive that my honed skills can contribute a lot to the success of [State Bank]. I already mastered the duties, responsibilities, and specifications of the position, and with that, I know that I am qualified for the job. So, do contact me [any day] between [8:00 A.M. to 8:00 P.M.] through my contact details below.

Sincerely, 

[Dana S. McConnell]
[740-591-1687]
[[email protected]]