How to craft a compelling investment advisor cover letter

Investment advisors play a crucial role in businesses both large and small, helping to develop investment portfolios and ensure a company’s investment risk is well-managed. To earn a job as an investment advisor, you will need a cover letter that showcases your professional dedication and skills.

In this guide, we will teach you’re the 5 key steps to writing a cover letter as an investment advisor. Keep reading to learn all about:

  • How to format your investment advisor cover letter header & headline
  • Why you need a personalized greeting on your cover letter
  • What to include in your investment advisor cover letter introduction
  • Ways to showcase your professional value as an investment advisor
  • How to conclude your cover letter with an actionable closing statement

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1. How to properly format your investment advisor cover letter header & headline

When beginning to write your investment advisor cover letter, the first essential step to take is to create a well-formatted header and headline.

A cover letter header is a block of text commonly found in the top-left corner of the document that details the necessary identifying information about the applicant and the company they are applying to.

As for the cover letter headline, this is similar to a title and is used to initially grab an employer’s attention and preview the information to come.

To better demonstrate how to craft each of these elements, we have included more in-depth explanations and examples below:

Formatting the header

Your cover letter header can vary in overall format and order of information depending on what style of cover letter you opt for. However, your header should always contain at least 3 to 4 lines of text that include:

  • The name of the company and department you are applying to
  • Your name and professional title
  • Your professional contact information (phone number, email address, etc.)

Here is an example of what a well-formatted investment advisor header looks like

To: Edward Jones, Advisory Department
From: John Doe, Investment Advisor
(123) 456-7890 | |

Writing the headline

When writing your investment advisor headline, you should always use a keyword related to the position, an eye-catching number or trigger word, a powerful adjective or verb, and a promise.

Here is an example of a well-written investment advisor headline, followed by a quick breakdown of its key components:

My 3 Essential Skills as an Investment Advisor & How I Can Apply Them to Benefit Your Clients

Trigger Word/Number: 3 Essential Skills
Keyword: Investment Advisor
Adjective/Verb: Essential, Apply, Benefit
Promise: Your Clients – this serves as a promise because it ensures the employer you will not only describe your skills but also relate them directly to the needs of their specific clients.

2. How to personalize greeting on your investment advisor cover letter

Whenever possible, you should opt for a personalized greeting on your cover letter.

A personalized greeting addresses a specific person (or department) by name rather than opening with a generalized statement, such as “To Whom It May Concern.” By doing so, you show an employer you have researched their company thoroughly and have excellent attention to detail.

If you cannot pinpoint the exact person or department who will review your application, try out on of the following alternatives:

To the [Company Name] Team


To the [Company Name] Hiring Manager

3. How to make your investment advisor cover letter introduction stand out

Next up on your investment advisor cover letter checklist is to write a compelling introductory paragraph. In this introduction, you should aim to include:

  • A brief overview of your professional history and goals
  • A statement on why you are enthusiastic about applying to this company
  • A mutual acquaintance (when possible)

Here is an example to help demonstrate how to write an investment advisor introduction

To the [Company Name] Hiring Manager,

I am an Investment Advisor with 6+ years of experience working in a major brokerage and working directly with high-profile investors. Our mutual acquaintance and your business partner, Jack Smith, informed me of the advisor opening at your company and encouraged me to apply.

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4. How to showcase your professional value as an investment advisor

With your introduction now in place, the next step is to provide more in-depth information via the body paragraphs of your cover letter.

A strong cover letter will typically contain between 2 to 4 body paragraphs that answer the following questions in detail:

  • What excites you about working at this company?
  • What do you hope to learn from working at this company?
  • What accomplishments or qualifications make you stand out as an applicant?
  • What key skills do you possess that are relevant to the position?

Focusing on accomplishments should be one of your main priorities, as employers can get a sense of the real-life value you can offer their company by reviewing your relevant achievements.

Here is an example of how to describe an accomplishment in an investment advisor cover letter

As an Investment Advisor for [Former Employer], I assisted in the management of 5 high-profile investment portfolios worth more than $2M in total value each. Additionally, I developed a medium-risk investment strategy for each of these portfolios that resulted in 17% year-over-year returns on average across all 5 accounts.

5. How to effectively conclude your investment advisor cover letter

The final step to writing your cover letter is to conclude with an actionable closing statement that includes:

  • An enthusiastic sentence saying you are looking forward to hearing from them
  • An additional sentence stating you will follow up, including how you will contact them or how they can contact you
  • A formal sign-off

Here is an example of an effective closing statement from an investment advisor’s cover letter

As your new Investment Advisor, I am confident I can optimize the investment strategies of both your business and clients. I am eager to further discuss this wonderful opportunity and would like to schedule a formal meeting within the next two weeks. The best way to reach me is at (123) 456-7890 on any weekday between the times of 8 a.m. to 4 p.m.

With Appreciation,

[Applicant Name]

Follow this cover letter outline for maximum success. 

Published on March 24, 2022

A journalist by trade, a writer by fate. Nikoleta went from writing for media outlets to exploring the world of content creation with Kickresume and helping people get closer to the job of their dreams. Her insights and career guides have been published by The Female Lead, College Recruiter, and ISIC, among others. When she’s not writing or (enthusiastically) pestering people with questions, you can find her traveling or sipping on a cup of coffee.

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