Free Financial Planning Assistant Cover Letter

FINANCIAL PLANNING ASSISTANT COVER LETTER

[November 07, 2092]

[Kane Callaway]
[Human Development Manager]
[12th Floor, Kentucky Financial Insurance]
[Danville, Kentucky, 40422]

Dear [Mr. Callaway],

Please accept my cover letter accompanied by my resume as I apply for the position of financial planning assistant in [Kentucky Financial Insurance]. I am an experienced business planning assistance, and I have been assisting financial planners in the insurance industry for [nine years]. I have also obtained my Certified Financial Planner (CFP), and I have earned my valid professional license taking the [Series 7] examination. I will be delighted to work and provide my services as one of your financial planning assistants, seeing as I have met most, if not all, the credentials required on your checklist of the skills and specifications for the job position. 

During my [nine years] of experience as a financial planning assistant, I have performed my duties and responsibilities by assisting financial planners in coming up with practical and accepting financial strategies for our clients. We make it a goal to ensure that our clients meet their financial goals to maintain a satisfactory business relationship with them in the years to come. I also assist my clients on their economic issues and formulate effective strategies for them to manage their budget and expenses for their stability. 

I am confident that my qualifications and experiences are fit and suitable for the position of financial planning assistant in your respected organization. You may refer to my contact information below if you wish to contact me for a possible job interview and discussion on your terms and conditions if you decide to accept and hire me for the job. I am available at any time, so don’t hesitate to contact me once you have come up with your decision. I hope to get your immediate response, and may you keep in touch.

Respectfully, 

[Glenn Taker]
[859-481-2896]
[[email protected]