Financial Advisor Introduction Letter Example: 4 Templates

Letter Template: 1

Financial Advisor Introduction Letter







Dear [Recipient name]

I would like to inform everyone that (mention name) she/has been appointed as a new financial advisor at our branch in (mention bank name). We know that (mention name) is capable of the position as she/he had a good background and provided the experience for (mention years) already. Since she/he has been in the (mention previous company name) for quite so long with an (mention position), I can assure you that she/he can efficiently work for and adapt her/his new advisory in our company.

With this, there might be some changes in the work in the future, but I am positive enough that these changes will give us defiantly great success in the future. (Mention name) is qualified for the position; she/he has years of experience and has also proven her/his expertise and loyalty. I can proudly say that she/he is an asset to our company branch and I know she/he can give us a good quality work that will surely give us.

I am hoping that these changes will make you comfortable and you all will be adjustable soon working with her/him. 


[Mention sender name]

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