Financial Advisor Cover Letter

by Anthony Roberts

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March 1st, 2013


Chester Woods
Portfolio Helpers, Inc.
1035 Investment Court
San Diego, CA 29637


Dear Mr. Woods: 

I was very excited to see on your website that your company is seeking an experienced Financial Advisor. I have a tremendous respect for your company and reputation in the finance world and would welcome the opportunity to bring my skills and financial expertise to this role.               

After receiving my Bachelor’s Degree in Finance from Moneytown University, I began my career as a financial assistant with A to Z Investors having also completed an internship with their company during school. Within 3 years I was promoted to take over our second largest branch and increased revenue by 30% in 6 months. I have consistently exceeded company goals and attribute this not only to being an expert in the field, but also to providing a personalized experience and understanding individual client goals and needs. I developed and implemented a new outreach program that was adopted by the entire company to maintain more consistent communication with all clients regardless of activity level. In addition, I have developed a client base that is now comprised of 60% referral business.         

I am confident that I can bring these types of initiatives and results to your organization and provide the level of professionalism and knowledge that your customers are accustomed to. I can be reached by phone or email listed above and am happy to answer any questions or provide additional information regarding what I can bring to Portfolio Helpers, Inc. Thank you for your time and I look forward to speaking with you.



Josh Perkins