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Investment Advisor Cover Letter

Investment Advisor Cover Letter is a carefully compiled introduction to the job application of an investment advisor. Investment Advisors need to possess a wide range of skills and these abilities need to be effectively presented in the cover letter and the resume. A proficient investment advisor possesses a good combination of technical and interpersonal skills. Patience and good listening abilities are of paramount importance as they help him understand the requirements of the clients and their financial status. He then has to combine this understanding with his adept and updated knowledge of the financial world to provide advice on the available investment alternatives. This requires working out details of numerous investment plans and presenting them to the clients.

An investment advisor needs to possess an excellent know how of the legal and technical aspects of the financial world. This ensures that the investments are made in accordance with existing laws and standards. Another important requirement for an investment advisor is his familiarity with all related documents. This helps the advisor to corroborate information related to his potential clients and the companies / entities that he regards to be good investment options. Confirmation is an important task in this discipline to ensure that investors are not cheated.

Investment Advisor Cover Letter needs to effectively present all these in a short and sweet manner. The language of cover letters needs to be professional with a gentle persuasive tone. The objective of cover letter viz. impressing the recruiter and directing him to the resume has to be served. Another consideration is the combination of the cover letter with the resume to produce a coherent and synchronized job application.

Here is an example of investment advisor cover letter:

Sample of Investment Advisor Cover Letter

December 16, 2011 Jules Dent 300 Chambers Street, New York, NY 10282 212-312-3705


Nigel Philips Chief Financial Advisor, Reliable Financial Consultants, 400 Pearl Street,

New York, NY 10038

Dear Mr. Philips,

This is with reference to your advertisement in "The New York Times", dated December 10, 2011, inviting applications

for the position of an investment / financial advisor in your reputed organization. I hereby submit my application for the said position. I am qualified for appointment as an investment advisor in your organization as per the conditions of eligibility mentioned in your advertisement. I have over seven years experience as an investment advisor and I am looking to work with a major and diversified organization like yours.

I have a bachelor's degree in economics followed by an MBA in finance. These qualifications provide me with a clear idea of the nature of this line of work. I am a patient listener that helps me to understand the requirements of the clients. Based on their needs and financial status, I then present them with various investment options like direct investments, mutual funds, retirement and pension plans, real estate investment etc. I have good knowledge of the financial world, which I update continuously. I am more than familiar with all the documents like financial statements, audit reports, bank statements, tax return documents, insurance policy papers etc. associated with this discipline.

I have worked with a whole array of clients ranging from retail investors to those investing huge sums and I am comfortable with all these. I have a good grasp over the provisions of various relevant financial laws and regulations. More than anything else, I have a passion for providing the correct advice and I have been voluntarily awarded certificates of excellence by three of my clients. It will be a pleasure to work with a financial service giant like you. I have attached my resume with this cover letter. You can contact me on the telephone number or the email address mentioned above.

Yours sincerely,

(Jules Dent) Enclosure: Resume

Investment Advisor Cover Letter needs to bring out the skills of the candidate in being able to understand the needs of his clients and direct them towards compatible investment options through application of his vast and updated knowledge of the financial world.

Category: Advisor

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