Financial Advisor Assistant Cover Letter Sample

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Financial Advisor Assistant Cover Letter Sample

Financial Advisor Assistant Cover Letter Sample (Text version)

Fabien Poullain

YERZY Financial Group, Ltd.
New York City, NY, United States
Application for the position of Financial Advisor Assistant

Dear Sir/Madam,

I was pleased to discover that you are seeking to fulfill the Financial Advisor Assistant position within YERZY Financial Group, Ltd. in New York City, NY as I believe that I possess everything required to execute the role and all associated duties successfully. Furthermore, I am certain that this job would be an exceptional opportunity for me to grow my career.

As stated in my attached CV, I am the University of Wisconsin-Madison graduate with a bachelor's degree in Accounting & Finance. At the university, I was not only among the top 2% of students with the best GPA (4.0) but I was also pro-actively involved in multiple extracurricular activities, such as FinTech Society, Marketing Society, and TEDx Club. My studies have allowed me to become an effective team player and communicator and helped me to acquire excellent critical thinking and problem-solving skills.

On top of my education, I worked as a Financial Advisor Assistant at CUSO Financial Services, L.P. There, I was given the responsibility for providing professional support to multiple Senior Financial Planners, communicating with potential clients, and researching and analyzing investment opportunities. Additionally, I monitored portfolios, completed detailed financial statements, processed transactions, and executed multiple key clerical tasks as necessary. For meeting all assigned objectives, I have been awarded the Employee of the Month once.

Possessing the experience with all software programs necessary for the role, including Quicken, MetaStock, and TC2000, I am a native French speaker with a proficiency in English and a basic knowledge of Chinese. Please do not hesitate to contact me if you have any questions on my qualifications or qualities. I can be reached at 555-555-5555 or via email at

Thank you for your time and consideration.

Kind regards,

Fabien Poullain

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