Applying A Financial Planner without related experience

Dear Mr. Smith,

After 20 years as a successful small-business owner, I’m changing career directions to follow my longtime desire to be a financial planner. To that end, I am currently enrolled in a CFP program.

Although I have no professional experience as a financial planner, I have frequently advised others on investment strategies. In my own case, I developed an investment strategy for my portfolio that yielded an annual return of 10.5% for a 10-year period ending 12/31/06. I also managed the disbursement of assets for 2 estates.

I can be characterized as an entrepreneur with sound business judgment, maturity, good sales skills, and high integrity. I enjoy challenges that require learning new skills and
interacting with the public. I am steady and patient, having built my own business from the ground up to more than $500,000 in annual revenues.

My goal is an exciting and rewarding position with a company facing new prospects. I am eager to participate in any training process that will build on my skills and provide the
knowledge I need to be successful.

I prefer to stay in the metropolitan New York City area, but will consider attractive opportunities in the tri-state region. I would prefer to travel no more than 50% of the time.

I will contact you in the coming weeks to explore the possibility of an in-person meeting.

Thank you for your consideration.

Subscribe To Our Newsletter
Subscribe to our email newsletter today to receive updates on the latest cover letter samples, resume templates and job hunting tips!
Thanks for signing up. You must confirm your email address before we can send you. Please check your email and follow the instructions.
We respect your privacy. Your information is safe and will never be shared.
Don't miss out. Subscribe today.
×
×
WordPress Popup