Associate Financial Planner Cover Letter

In response to your job posting for associate financial planner, I am including this letter and my resume for your review.

In the previous role, I was responsible for comprehensive and/or modular financial planning services and support to Digital Advice clients based on clients’ financial situation and goals.

My experience is an excellent fit for the list of requirements in this job:

• Advanced PC skills, with proficiency in Windows-based programs
• Work one-on-one with individual clients providing comprehensive personal financial planning, investment planning and tax services to corporate executives and other high net worth individuals
• Prepare tax projections, asset allocation, retirement, education funding, insurance and estate-planning analyses
• Extensive telephone contact leading to face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice
• JD/MBA/CFP preferred
• Working knowledge of certain Microsoft products including Word, Excel, Windows, PowerPoint, and Outlook
• Serving as the planner on assigned high net-worth clients
• Attend company-wide and SurvivorSupport® technical meetings and trainings