You are on page 1of 3

Mr.

Robert Dobkin 17350 Allamanda Drive Los Gatos, CA 95090


Dear Robert,
Do you know the performance of your investments?
No. I mean do you really know the exact performance of each and every one of your
investments? Plus the total performance of your entire investment portfolio?
In fact, does your advisor even know what the performance of your portfolio is, and
does he compare it to other accounts and the major indices? Each month?
without the road map that our "Performance Monitor" brings to your account, how do
you benchmark the journey to investment success? And how do you track your success
so you know how successful you are?
I personally monitor all my client's accounts. All their investments are monitored
for performance, and each month I send clients this performance monitor. Each month
they know how well each of their investments is performing. Each month I know how
well each of their investments is performing.
If you'd like this kind of intelligent personal attention to your investments, this
kind of diligence to your account, and the kind of performance monitoring that
allows both of us an intimate knowledge of the виссевлев or failures of the many
investment products
in your portfolio, please call me. Thanks.
Kindest regards, Jeffrey Dobkin
Jeffrey Dobkin Financial Consultant
PS Call me right now and I'll show you how easy it is to receive FREE comprehensive
ana analysis of your investments on the first day of each month, automatically.
Please Call 09033054441 FREE Booklet outlining our performance monitor plan.
Thanks.

February 16, 1989


Roy Ratnavel 30 Wingarden Court Scarborough, Ontario M1B 2K2
Dear Roy:
New Career Solution Inc. acting with the knowledge and
approval of Universal Services, is pleased to put forth to you their offer of
employment as Mail Room Clerk.
Your starting salary as advised by Universal Services is $14,000.00 per annum.
You commence employment on February 20th, 1989.
We feel confident that your association with Universal Services will be mutually
beneficial. We wish you continued success in your new career.
Your signature below will confirm your acceptance of the above position.
Yours truly,
Lauren Thompson Consultant
LTitm

[Hiring Manager's Name]


[Company Address]
Evansville, IN 47701
(xxx) XXX-XXXX hiring.manager@gmail.com
Dear [Mr./Mx./Ms.] [Hiring Manager's Name]
As a Senior Financial Advisor and Wealth Management Professional with 10 years of
experience in investment banking, financial services, and health insurance
industries, I'm confident I'll be an excellent fit as [Company Name]'s next
Financial Advisor.
Throughout my career, I've been consistently recognized for reducing banking and
investment costs and increasing ROI by devising and delivering custom-tailored
financial plans and strategies targeting unique client requirements. Currently, as
Senior Financial Advisor for Wells Fargo Advisors, I manage a portfolio of 300+
high-value clients and over $190 mil. AUM (Assets Under Management). Please
consider the following highlights of my key achievements:
Managed $30 mil. in investment for a client's investable assets into profile-
specific portfolios and products, providing client-tailored strategies to achieve
investment goals Grew the number of high-worth clients 47% by generating new
business through rapport building and prospecting
Attained Top 100 Advisor status in Wells Fargo out of 2,200 nationwide advisors
I look forward to meeting with you and learning more about your goals for this
position. Until then, thank you for your consideration.
Sincerely,
[Your Name]

August 11, 2020


Acme Technologies Phoenicia, New York 12464-5010
RE: Financial Analyst
Dear Hiring Manager,
Upon learning about the Financial Analyst posting with Acme Technologies, I was
eager to contact you with my interest. When reviewing the job description, I was
excited to see how well my experience aligns with your company's needs and position
requirements. From reading your company's website, I feel your core mission and
culture suit what I offer as a professional.
As an adept Financial Analyst, I have a well-rounded skill set in financial
analysis and honed talents in finance and auditing, making me an ideal fit for the
Financial Analyst position. Further, I am a recognized expert in communication and
a communicative collaborator. My previous roles have strengthened my capabilities
in interpersonal and leadership, including a keen attention to detail and accuracy.
I am excited at the prospect of bringing my talents to Acme Technologies. I look
forward to hearing from you, at your earliest convenience, to discuss how my
experience and qualifications will prove valuable in the Financial Analyst role.
Thank you for your time and consideration.
Sincerely,
Gabriel Wagner

Today's Date]
[Hiring Manager]
[Company Address]
[Company City, State xxoox]
[(xxx)-xxx-xxxxxx]
[hiring.manager@gmail.com]
Dear [Mr./Ms.] [Manager's Name],
My name is Taylor Leighton, and I've a Bachelor's and a Master's in Finance from
Cornell University, New York. With this strong financial academic background and 3
years of experience in financial advising and analysis, I'm writing to express my
interest in joining the team of financial analysts at Schlamberger & Claxton
Associates as the Finance Stream Lead.
During my 3 years at AXA Financial, I was part of a team that managed the
investments of approximately 50 HNI clients, with total AUM exceeding US$77 million
and average annual GDC of US$400,000+. My role involved both analysis (forecasting)
and advising, with a roughly 50:50 split. Based on my analysis for each client, my
team and I developed financial strategies for the client, after which we either
advised the client or acted on the strategies.
In my third year at AXA, I was also responsible for mentoring and overseeing the
work of 2 junior analysts. Their onboarding and continued success validates my
managerial abilities, which I hope to put to excellent use at your firm.
Most of my analysis at AXA was performed on their proprietary software packages, in
conjunction with Excel and SQL. Because I understand the fundamentals of financial
analysis, my skills are very transferable, and I can adapt easily to the software
environment at Schlamberger & Claxton Associates with little or no training.
Given that your client base is very similar to the one I have extensive experience
with, I am confident that I can lead your team seamlessly, right from day 1. I'd
love to talk about my experience with my existing clients and the value that I
bring to your organization. I'm available for an interview all of next week. Please
let me know when we can meet.
Sincerely,
Taylor Leighton

June 08, 2023


Robin Strickland, Hiring Manager Georgia Financial Advisors Atlanta, GA 30326
example@example.com
Dear Robin Strickland,
With the constantly changing economy, it is important to have financial advisors
who understand how to handle a variety of fiscal situations. Your company is very
reputable and has had a positive impact on its dients. I believe that my ability to
make quick and effective decisions as well as my skills in the area of finance
could benefit your company.
Having worked for the past four years as a personal banker with 10 clients, I am
very familiar with selling financial products and services and explaining financial
terminology to clients, improving revenue by 35%. I also have experience in helping
customers with money and risk management. I understand how the finance industry
works and enjoy helping clients make the most of their assets.
I recently completed my associate degree in finance, and am looking to advance my
career. Your job listing specified a desire for additional education and licenses.
My associate degree has made me interested in becoming more specialized and
devoting my talent to specific areas of finance.
I feel that my existing knowledge of the financial industry and my experience with
customer service will make me an ideal candidate for this job. I want to thank you
for taking the time to read this letter and hope you will consider me for this
role. I would be grateful to get to know you better during an interview.
Sincerely, Martie Dallas

10/02/2020 Application for the position of Financial Analyst Intern


To whom it may concern,
My name is Carlo Kemmer and I am pleased to be applying for the Financial Analyst
Intern job within EER Group, Ltd. in Toronto, ON which has been posted and promoted
on Linkedin.com. As I have been following your company and work for many years, it
would be an honor for me to join your team. Moreover, I am certain that it would be
the opportunity of a lifetime for me to further grow both personally and
professionally.
First of all, I am a third-year Economics & Finance student at the Ryerson
University where I am among the top 5% of students with the best academic results
(3.98 GPA). What is more, I serve as a Vice President of the University Business
Club which means that I am responsible for all society operations and activities.
This tremendous experience has allowed me to become a great leader and taught me
how to work and collaborate with people from different countries, cultures, and
backgrounds.
On top of my education, I worked as a Financial Analyst Intern at JohnstonGreer,
Ltd last summer. There, I spent most of my time completing in-depth valuations of
small businesses, monitoring and analyzing financial data trends, and developing
new financial models. In addition, I reviewed financial statements and executed
various administrative tasks as required. Possessing the experience with multiple
important industry software programs, such as FreshBooks, Float, and Xero, I am
confident that I am an ideal candidate for the role.
Thank you for considering my application.
Sincerely,
Carlo Kemmer

You might also like