Financial Consultant Job Offer Letter Templates

Taking a look at the whole picture of a client’s financial life, a financial consultant helps their clients to determine what their financial goals should be. If you have lately taken the interview of such a capable person, whom you find to be an ideal fit for this position then you must be thinking about writing a great job offer letter.

Make sure that you take references from this useful sample letter of mine as having a look at it, it will be easier for you to write yours.

Letter Template: 1


(Name of the sender)

(Address of the sender)


(Name of the recipient)

(Address of the recipient)


Dear Sir / Ma’am,

Subject: Job offer letter for the position of Financial Consultant

Congratulations! With pleasure, we offer you the post of a financial consultant at [mention the name of the corporation or organization].

We are extremely glad to tell you that the interview which you gave on [mention the date] was a truly successful one as it helped us to see how capable, talented and confident you are as an individual, and we are sure that you will be doing an outstanding job in this post.

As the financial consultant, you will be analyzing the investment plans, evaluating the corporation’s financial status, suggesting on buying and selling of stocks and bonds, handling current and future tax payments, monitoring the financial procedures and ensuring compliance with the law, setting targets and provide solutions to increase the profit, review the day to day transactions to recognize the areas of improvement. 

We will be offering you a good remuneration of [mention the amount] per month and we want to state it clear that the payment mode is going to be [mention it]. Your performance will be closely observed and based on that a hike of [mention the percentage] will be given after [mention the time period]. 

Apart from a good salary, the corporation will also provide certain perks and benefits, including [mention them]. In addition, you will also be getting paid leaves of [mention the no. of days]. 

We also want to make this clear to you beforehand that the designation you are offered in our company is totally contractual and you will be asked to release the position as soon as the contract ends.

If you feel that this job offer is what you are seeking and you accept all the terms and conditions mentioned above, please send us this letter signed on or before [mention the date]. We will be awaiting your response as the joining date, and other details can be mentioned only after this little procedure gets over. 

If you need any sort of additional information or have any kind of doubts, then please reach at [mention the contact no.] or at [mention the email ID]. It will be a pleasure if you work along with us at our corporation.

Yours sincerely,


(Handwritten signature of the sender)


(Designation in the company)

Download Template :
(pdf, docs, ODT, RTF, txt, HTML, Epub, Etc)

Similar Posts:

Was this article helpful?