Associate Financial Planner Cover Letter Example

Associate Financial Planners help clients make investment decisions, grow their wealth, and plan for retirement. They explain to clients the different types of investments that are available and work with them to develop an approach that is tailored to their needs and goals.

They help clients put together plans that encompass investment strategies, insurance coverage, retirement planning, estate planning and taxes. They work under the supervision of a Certified Financial Planner (CFP).

Write an amazing cover letter using our Associate Financial Planner Cover Letter Example and Cover Letter Writing tips.

Associate Financial Planner Cover Letter example

Associate Financial Planners are employed in a variety of settings, including banks, insurance companies, brokerage firms, and other financial services firms. They may also work for accounting firms, consulting firms, or other businesses. Some Associate Financial Planners are self-employed.

Employment of associate financial planners is projected to grow 16 percent from 2016 to 2026, faster than the average for all occupations. However, the occupation is still in its infancy, and there is no guarantee that this projection will come to fruition.

The median annual salary for associate financial planners was $57,030 in May 2017.

What to Include in a Associate Financial Planner Cover Letter?

Roles And Responsibilities

  • Develop a financial plan for individuals and small businesses.
  • Analyze client financial information, including assets, liabilities, income, and expenses.
  • Develop wealth management strategies for clients.
  • Provide investment advice to clients based on financial analysis.
  • Manage client portfolios and make adjustments as needed.
  • Prepare financial reports for clients and maintain accurate records of client accounts.
  • Meet with clients frequently to discuss their concerns or needs.

Education & Skills

Associate Financial Planner Skills:

  • Analytical skills.
  • Attention to detail.
  • Problem solving skills.
  • Organizational skills.
  • Time management skills.
  • Financial planning skills.
  • Client service skills.
  • Communication skills

Associate Financial Planner Education Requirements:

  • Employers prefer to hire candidates who have a degree in finance, business, economics, or a related field.
  • Some employers may also prefer to hire candidates who have passed the Certified Financial Planner (CFP) exam.

Associate Financial Planner Cover Letter Example (Text Version)

Dear [Hiring Manager’s Name],

I am writing to express my interest in the Associate Financial Planner position at [Name of Company]. I believe my past experience and achievements make me a perfect fit for this role.

An Independent Financial Advisor for the past four years, I have considerable experience with all aspects of financial planning and advising. With a track record of success in improving client retention rates, bringing in new clients, and increasing client satisfaction scores—all while pinpointing areas of opportunity within a client’s financial portfolio—I’m confident that I can bring similar value to [Name of Company].

My current company has seen unprecedented growth since I began working there. That growth is largely due to the countless hours I have spent meticulously analyzing financial portfolios, developing strategies to improve returns, and providing excellent customer service to clients.

Some highlights of my experience include…

  • Saving over $900,000 for a client in her second year with me.
  • Growing a client’s retirement savings by $325,000 by finding the best deals on mutual funds.
  • Receiving an award from one of my clients for my excellent advice on how to manage her money to get the most return while keeping her costs low.

I hold a master’s degree in finance from New York University. In addition, I am currently studying for my Certified Financial Planner (CFP) exam.

Thank you so much for your time and consideration. Please let me know if you’d like any additional information from me. I look forward to hearing from you!

[Your Name]


When writing a cover letter for an associate financial planner position, be sure to highlight your experience working with clients and your knowledge of financial planning concepts. Additionally, emphasize your ability to provide sound financial advice and support to clients.

Finally, be sure to explain why you are interested in working as an associate financial planner, and outline the skills and qualities that make you a strong candidate for the role.

Refer to our Associate Financial Planner Resume Sample for more tips on how to write your resume and accompany it with a strong cover letter.



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