Sample resignation letter for a financial advisor (+5 Samples)

By

Author bio

Page last updated: 13/06/2022

Sample resignation letter for a financial advisor (+5 Samples)

In this post, we will be showing you a number of samples of “Resignation letter for a financial advisor”.

Writing a “Resignation letter for a financial advisor”

When you are writing a resignation letter for a financial advisor, you will need to keep a few points in mind.

  • You will first need to indicate that you are planning to leave the organization and mention your last working day
  • You can then express the reason for your departure in a polite and professional manner
  • Finally, you can express your gratitude to the organization and mention that you are willing to help during the transition process

Sample 1: “Resignation letter for a financial advisor”

Dear Mr. Simon,

Please accept my resignation from my position as personal financial advisor with Simon Investments. My final day of employment here will be June 28, 2022, as I have accepted a full-time position with a more traditional work schedule. I have enjoyed my time here and have learned a great deal about the finance industry. Thank you so much for the opportunity to help clients gain financial confidence. It has been an eye-opening and rewarding experience.

During my final days on the job, I will continue to give 100% effort. My clients will be informed that I am leaving, and I’ll be available to assist in any way I can to make the transition a smooth one. You can always reach me by phone at 000-000-0000 if there are questions I can answer or if you need further assistance.

Best,

Kimberly Young

Sample 2: “Resignation letter for a financial advisor”

August 31, 2022

Manager’s Name

Manager’s Title

Company Name

RE: resignation on September 14, 2022

Dear Mr./Ms. Manager:

Please accept this letter of resignation from the position of financial advisor, effective two weeks from today.  My last day at [Company Name] will be September 14, 2022. I have accepted a position with another company that will further my growth and development in my career.

I have enjoyed working at [company name] and will miss my colleagues. However, this new position will challenge my growth and further my career. During the next two weeks, I am willing to help you in any way to make the transition as smooth as possible.

This includes assisting in recruiting and training my replacement. Please let me know if there is anything specific that you would like me to do. Again, it has been a pleasure working as a part of your company.

Best regards,

Your signature

Your typed name

Sample 3: “Resignation letter for a financial advisor”

August 31, 2022

Manager’s Name

Manager’s Title

Company Name

RE: resignation on September 14, 2022

Dear Mr./Ms. Manager:

It is with great regret that I must inform you that in two weeks’ time I am resigning from the position of financial advisor. I understand that my departure will cause a disruption, and I will do everything in my power to facilitate the smooth transition of duties to my replacement.

My decision to resign is not due to any shortcomings from this company, but to a recent diagnosis of a severe health problem. I was advised by my physician to cease working as soon as possible. With much consideration, I must agree with my doctor’s recommendation, because I cannot function at the typical level that I have no doubt you have come to expect, and focus on my health at the same time.

While working here, the support and encouragement I have received and the connections I have made, both professional and personal, have been invaluable. I will miss the challenging nature of my work and the enjoyable atmosphere and coworkers. I will always be grateful.

Sincerely,

Your signature

Your typed name

Sample 4: “Resignation letter for a financial advisor”

Dear [Name],

I would like to inform you that I am resigning from my position as Financial Advisor for [employer name], effective [date]. I appreciate the opportunities for professional and personal development that I have received in this role. I have enjoyed working for the company and appreciate the support provided me during my tenure. If I can provide any assistance during this transition, please let me know.

Sincerely,

[Your Name]

Signature (if delivering hard copy letter)

Sample 5: “Resignation letter for a financial advisor”

Manny George

Financial Advisor

LeBronx Properties Limited

45 Mayfair Street, New Plymouth

Oklahoma 06554

mannygeorge@email.com

June 9, 2022

Dear Patrick,

I am writing this letter to notify you formally that I am resigning from my position as Financial Advisor of LeBronx Properties Limited, effective December 23. I appreciate the opportunity for professional growth you provided during my time at LeBronx Properties Limited. Thank you for your support and encouragement. Please let me know how I can help during the transition period. I wish you and the company the best.

Sincerely,

Manny George

Other sample resignation or leave letters

Below are some of the other resignation or leave letters we curated.

If you are looking for a job, you should also ideally start your job research on job websites such as Indeed.

Leave of absence letter for medical reasons

Leave of absence letter for a vacation abroad

Leave of absence letter for vacation

Frequently asked questions: “Sample resignation letter for a financial advisor”

How do I resign nicely?

You can resign nicely by writing a resignation letter in a polite and professional manner. In this resignation letter, you can explain the reason for your departure from the organization in a courteous manner. You can also mention your last working day at the organization and express that you are willing to help during the transition process.

Is it better to resign on a Friday or Monday?

It is better to resign on a Friday than a Monday. When you submit your resignation letter on a Friday, the management will be able to think over your decision during the weekend and start your exit formalities immediately in the new week.

If you like this post, please leave your comments and questions below.

Citations

https://www.livecareer.com/business-letters/personal-financial-advisor-resignation

https://www.contractscounsel.com/t/us/resignation-letter

https://www.indeed.com/career-advice/career-development/resignation-letter-example

https://corporatefinanceinstitute.com/resources/careers/how-to-job-guides/resignation-letter-template/

What was missing from this post which could have made it better?