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Symphony Financial Jobs (NOW HIRING)

Symphony

Customer Success Associate

Manhattan, NY · On-site

$70K - $80K/yr

The Customer Success Associate has a good understanding of customer workflows, an interest in financial services, and growing knowledge of how Symphony is used across firms. They help deliver product ...

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Symphony Financial information

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$38.5K

$95.5K

$146K

How much do symphony financial jobs pay per year?

As of Aug 26, 2026, the average yearly pay for symphony financial in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is Symphony Financial?

Symphony Financial is typically a financial services firm that offers a range of solutions such as investment management, financial planning, retirement planning, and insurance products. These firms work with individuals and businesses to help them achieve their financial goals by providing tailored advice and strategies. The name 'Symphony Financial' may refer to different companies or advisory groups, so it is important to verify the specific services and credentials of the firm you are interested in. Generally, such firms employ financial advisors, planners, and investment professionals to assist clients with their financial needs.

What are the key skills and qualifications needed to thrive as a financial advisor at Symphony Financial?

To thrive as a Financial Advisor at Symphony Financial, you need a strong background in finance, investment strategies, and financial planning, often supported by a bachelor's degree in finance or a related field and appropriate securities licenses (such as Series 7 or 66). Proficiency with financial analysis software, CRM platforms, and portfolio management systems is typically required. Excellent interpersonal skills, active listening, and integrity help advisors build trust and maintain long-term client relationships. These skills are crucial for providing sound financial advice, meeting regulatory standards, and helping clients achieve their financial goals.

What are some typical challenges faced by financial advisors at Symphony Financial, and how can new hires best prepare for them?

One common challenge for financial advisors at Symphony Financial is building and maintaining a robust client portfolio in a competitive market. New hires may also find it demanding to stay updated with ever-changing financial regulations and investment products. To prepare, candidates should focus on developing strong communication and relationship-building skills, as well as staying current with industry trends and compliance standards. Mentorship programs and ongoing training offered by Symphony Financial can also help new advisors adapt and thrive in their roles.

What is the difference between Symphony Financial vs Symphony Financial Advisor?

AspectSymphony FinancialSymphony Financial Advisor
CredentialsTypically requires financial planning certifications, such as CFP or CFARequires similar certifications, often with additional licensing like Series 7 or 66
Work EnvironmentCorporate offices, client meetings, financial institutionsClient-facing, one-on-one consultations, financial planning firms
Employer & Industry UsageFinancial services firms, banks, investment companiesIndependent or firm-based financial advisory firms
Common Search & ComparisonOften compared in terms of financial planning rolesCompared regarding client management and financial advising

Symphony Financial generally refers to a broader financial services company or department, while Symphony Financial Advisor specifically denotes a professional providing personalized financial advice to clients. The advisor role involves direct client interaction, licensing, and certifications, whereas Symphony Financial may encompass various financial services roles within a corporate setting.

More about Symphony Financial jobs

What states have the most Symphony Financial jobs?

States with the most job openings for Symphony Financial jobs include:

What job categories do people searching Symphony Financial jobs look for?

The top searched job categories for Symphony Financial jobs are:

Symphony Financial jobs near you
Infographic showing various Symphony Financial job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Customer Success Associate

Symphony

Manhattan, NY • On-site

$70K - $80K/yr

Other

Re-posted 25 days ago

Job description

About us @Symphony
Secure. Connected. Intelligent.
Symphony is an AI-powered communication and technology company fueled by interconnected platforms: messaging, voice, directory and analytics.
Our end-to-end encrypted technologies enable over 1,400 institutions to accelerate AI impact, prioritize data security, navigate complex regulatory compliance and optimize business interactions.
Role Description:
The Customer Success Associate supports customers post-sale by helping drive adoption and effective use of Symphony's platform. Working closely with the Account Management, Sales, and Customer Success teams, this role focuses on customer onboarding, engagement activities, and day-to-day support that enables customers to realise value from Symphony.
The Customer Success Associate has a good understanding of customer workflows, an interest in financial services, and growing knowledge of how Symphony is used across firms. They help deliver product demonstrations, support common use cases, and guide customers toward best practices. The Specialist collaborates across internal teams and ensures customer interactions run smoothly and efficiently.
Responsibilities:
  • Support the Account Management and Customer Success teams in onboarding and re-engagement activities to drive customer adoption and usage
  • Assist customers with deployment plans and coordination of engagement initiatives to ensure timely and smooth execution
  • Deliver standard product demonstrations and training sessions to help customers understand Symphony functionality and common best practices
  • Partner with Marketing and Product teams to maintain and update customer-facing resources (collateral, training materials, documentation)
  • Track engagement activities and adoption metrics; provide feedback and insights to help improve customer programs and internal processes
  • Work cross-functionally to support issue resolution and ensure a consistent, high-quality customer experience
  • Build subject-matter expertise in Symphony's platform and the industry to better support customer needs
Required Qualifications:
  • 1+ years of experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technology
  • Highly organized and able to manage multiple customer activities simultaneously
  • Strong communication and presentation skills
  • Comfortable learning new technologies and supporting customers in a technical product environment
  • Enjoys a fast-paced environment and working directly with customers
Preferred Qualifications:
  • Experience in financial services, FinTech, or enterprise SaaS
  • Exposure to project coordination or customer onboarding
  • Familiarity with enterprise communication or collaboration tools
  • Proficiency in Spanish or Portuguese is a plus
Compensation:
  • Salary Range: $70,000 - 80,000 base salary per year
  • Bonus Plan
Benefits and Perks:
  • Regional specific competitive benefits
  • Build your own Benefits (BYOB) perk
  • Local events, team building, and development opportunities

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

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