PAM Cover Letter

September 10, 2017

Patton Albertson Miller Group LLC
Attn: Lisa Bryant
605 Chestnut Street
Suite 1010
Chattanooga, TN 37450

Dear Ms. Bryant,

I am very excited to apply for the position of Paraplanner for many reasons. As you will see by my resume, I have invaluable experience in the financial industry and financial planning. Speaking colloquially, this is my bread and butter. I am good at it, I like doing it, and it’s a rewarding way to help people reach their goals.

As a client associate, I have been essential to my financial advisors regarding financial planning. I created and maintained 100% of the financial plans for both of my financial advisors. I made recommendations to clients based on these plans and also provided insight to advisors when appropriate to aid them in the overall experience for the clients. In addition to planning, I’ve received the distinction of being named by Wells Fargo Advisors as a Premier Client Associate, since the awards inception in 2010. I’ve also served on the Client Associate Advisory Council as a point of contact over 7 branch offices, as an intermediary between the operations and client associates, helping to simplify processes, clarify procedures and make recommendations on all levels of operations.

While all of this sounds good, I’m sure you are wondering about my ability to work remotely, since I do not live in the local area of your offices. I’ve worked in an office building and have never worked from home in the financial industry. However, I have done some remote work as an adjunct instructor. Currently, one financial advisor that I support, does not even have a house in this state. He works out of 2 residences in MI and FL. So, while I may be sitting in an office, I completely understand the ins and outs of working directly with another person while not physically in the same location.

I am looking to spend more time at home, and living in a smaller community, I have limited local options. I feel as if I found your company at the right moment. I really believe I could excel at this position. I would truly enjoy the opportunity to discuss the details of the position and see if we are a mutually good fit.

Best regards,

Jaime Ellerbrock

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