Financial Planner Cover Letter

Financial planners are responsible for helping individuals or groups for proper planning for using their investments, savings or income. Some of these professionals are self-employed consultants and will be conducting workshops, which will teach people how they need to analyze their own financial situation. Some of the other financial planners will operate in financial planning businesses or will be employed with the insurance companies, banks, loan companies or investment services.

Financial planners mainly help the individuals in examining the long-term or immediate financial situation. Their job is to only help every investor in deciding what kind of investment will suite them the best. They will give advice to people on what kind of investments they need to put their money in, as well as how they need to time some of their major expenditures, like starting retirement or buying a house.

For becoming an effective financial planner, you will have to be familiar with legal restrictions and laws that concern the retirement plan, insurance, trusts and tax shelter. These professionals need to be skilled in working with different budgets and should understand all the complicated legal and financial documents. Moreover, they will have to be persuasive, articulate, should have strong sales ability for building a strong clientele.

If you are planning to apply for the post of financial planner, then you will have to write an effective covering letter to get attention. Here is a sample financial planner cover letter that can guide you ahead.

Sample Financial Planner Cover Letter

Your Contact Information
Steven Homan
1382 Sherwood Circle
Lafayette, LA70501
Mobile: 337-268-2490
E-mail id:

Employer Contact Information
Mr. Darin Robinson
MaxMuller Insurance
371 Lincoln Drive
East Petersburg, PA17520

Date: July 22, 2011

Dear Mr. Robinson,

I would request you to consider me for the position of a Financial Planner with your organization. I am sure that I will meet all the requirements that are listed in your ad in The Wall Street Journal, as it has been briefly outlined below:

I am looking forward to work with your financial organization, since I have a huge interest in financial planning. Therefore, I would request you to fix a time for personal interview and discuss the job opportunity further. You can reach me at anytime at 337-268-2490 or e-mail me at Thank you for reviewing my letter and resume.

Steven Homan
Your Signature

Enclosure: Resume

Try drafting your cover letter in the same manner. Keep it error free and with no grammatical errors. Keep it precise and simple.

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