Wealth Management Advisor Cover Letter Example

Cameron Martinez

Dear Goldman Sachs Hiring Team,

As a client-centric Wealth Management Advisor with 2 years of experience and I'd love to join your team, as seen on Linkedin. In my current position Increased client retained revenue by 35% through strategic investment planning over the last year and now I'm excited to continue my journey by contributing and growing at Goldman Sachs.

Here’s why I believe I'd be a perfect fit for the position:



First, I’ve always been intellectually curious about comprehending how thing work in the Financial Services sector. As a Wealth Management Advisor at Morgan Stanley, I wanted to push myself and understand each specific of my day to day.

Before starting my career, I've obtained a Bachelor of Science in Finance at Wharton School of the University of Pennsylvania. These academic skills were the foundations which helped me to become the go-to person to ask about providing tailored financial advice.

Second, I have plenty of experience analyzing financial and investment data. At Morgan Stanley, I’ve managed delicate situations related to building and maintaining client relationships and been successful at meeting approaching deadlines where I had to think quickly on my feet. As the company scaled, I’ve taken increased responsabilities including mentoring and helping newcomers adapt to company culture.

Finally, I am excited about Goldman Sachs's vision and core values. As a analytical and trustworthy Wealth Management Advisor, I recognize the importance of working in a company with a prestigious and client-focused environment.

I am genuinely excited about the opportunity to contribute to Goldman Sachs, and I am ready to commit to the high standards and ambitions your team upholds. Thank you for considering my application.


Sincerely,
Cameron Martinez