Financial Consultant Appointment Letter template

Letter Template: 1


[Mention the name of the Recipient], 

[Mention the address], 

Sub: An Appointment Letter For The Role Of Financial Consultant

Dear [Mention the recipient’s name],

We are pleased to extend to you an offer of employment with [mention the name of the organization] as a Financial Consultant 

You are requested to join the office on [Mention the date of joining].

Your remuneration will be [Mention the details]

During your employment service with us, you will not take up any other employment or any type of assignment on honorarium or remuneration, with any other organization or with any person or body of a person.

Your duties will be to promote and market services; meet and communicate with prospects; respond to inquiries from different sources; assess clients’ current financial status by gathering information in regards to investments, tax planning, retirement planning, savings, and asset allocation; evaluate clients’ risk tolerance capabilities; develop financial strategies and guide a client to establish financial goals; matching goals to circumstances using appropriate financial plans; explain proposed financial plans and options to clients’ and obtains their commitment by providing explanations, explaining advantages and risks, alleviating concerns and answering questions; track and monitor the financial situation and life circumstances of the client; recommend changes in financial goals and plans of the client; preparing financial status analysis reports and provides financial management information and also other general duties.

We welcome you to the organization [Mention the name of the Organization].

Best Wishes.

Yours Sincerely

[Handwritten Signature]

[Mention the name of the sender], 

[Mention the Designation],

[Mention the date]

an appointment letter for the role of financial consultant

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