Financial Advisor Trainee Cover Letter Sample

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Financial Advisor Trainee Cover Letter Sample (Text version)

Raffaela Preissner

MNT Group, Inc.
Page, IN, United States
Application for the position of Financial Advisor Trainee

Dear Hiring Managers,

I am writing this cover letter to express my interest in the Financial Advisor Trainee job within MNT Group, Inc. which has been posted and advertised on as I am confident that my qualifications and qualities make me an ideal candidate for the job. What is more, I believe that, if given the opportunity, I would become a valuable addition to your team and the whole firm.

To shortly introduce myself, I am a results-oriented and motivated finance professional offering a strong attention to detail, excellent analytical skills, and the ability to think critically. With an Accounting & Finance degree from the Creighton University and the Financial Planning Certification from the CFA Institute, I am educated in various aspects of the role and industry. At the university, I was also among the top 2% of students with the best academic results and I served as a Class Representative for one year.

Furthermore, I worked as a Financial Advisor Trainee at Cetera Financial Group, LLC for more than two years. There, I was mainly in charge of conducting professional financial market research, identifying and evaluating potential investment opportunities, and communicating with clients to determine their goals and requirements. Additionally, I developed and implemented custom financial plans, constantly monitored portfolios, and produced monthly reports.

Finally, I am a native German speaker with a proficiency in English and a basic knowledge of Chinese. Possessing the experience with multiple important industry software programs, including Quicken, MoneyGuidePro, and RightCapital, I am a great team player with the ability to function in fast-paced and deadline-driven business environments. Thank you for your time and consideration and I look forward to speaking with you in the near future.


Raffaela Preissner

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