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Symphony Financial Jobs (NOW HIRING)

... Symphony Park. This role involves strategic planning, staff management, budgeting, and ... Strong budgeting and financial management skills. * Proficiency in using housekeeping management ...

OR ยท On-site

Act as the primary liaison between the Equity product team and the Logi Symphony platform team atinsightsoftware * Partner with Financial Reporting and Admin Reporting Product Owners to ensure data ...

Senior Financial Analyst

Scotts Valley, CA ยท On-site +1

$110K - $137K/yr

Financial Planning and Analysis Location: Scotts Valley, CA (Hybrid) We are looking for a ... symphony. Our customers will eagerly await each new UA product like a hit record or blockbuster ...

New

Senior Financial Analyst

Scotts Valley, CA ยท On-site

$110K - $137K/yr

Financial Planning and Analysis Location: Scotts Valley, CA (Hybrid) We are looking for a ... symphony. Our customers will eagerly await each new UA product like a hit record or blockbuster ...

... financial statements. - This includes but not limited to: - Overseeing all Atlanta Symphony Hall LIVE events day of show, as assigned, and act as Manager on Duty - Advancing show information with ...

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$38.5K

$95.5K

$146K

How much do symphony financial jobs pay per year?

As of Jun 10, 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 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.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Symphony Financial, and why are they important?

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.
More about Symphony Financial jobs
What states have the most Symphony Financial jobs? States with the most job openings for Symphony Financial jobs include:
Infographic showing various Symphony Financial job openings in the United States as of June 2026, with employment types broken down into 5% Internship, 12% Full Time, 1% Part Time, and 82% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Development Associate, Annual Giving and Membership

HOUSTON SYMPHONY SOCIETY

Houston, TX โ€ข On-site

Full-time

Posted 11 days ago


Job description

Job Title:Development Associate, Annual Giving & Membership

Department:Development

Reports to: Director, Annual Giving & Membership

Status:Full-time, Exempt

Summary:Reporting to the Director of Annual Giving & Membership, the Development Associate, Annual Giving provides essential administrative and operational support to the Annual Giving team, helping to advance the Houston Symphony's contributed revenue goals across its Membership, Young Associates Council, and Circles programs. This role is critical to the smooth functioning of the team and plays a key role in reporting, mass communications, donor data integrity, cross-departmental coordination, and day-to-day team operations.

Essential Job Functions:

  • Support a team of four who solicit and steward donors across the Membership, Young Associates Council, and Circles programs, providing administrative/logistical assistance to advance team goals.
  • Support Director, Annual Giving & Membership in the management of the Young Associates Council young professionals program, including calendaring, coordinating events logistics, communicating with new members, prospect research and outreach to prospective members, and as a general point person to answer questions from the program's membership of 75+ households.
  • Create comprehensive and cohesive reporting across all annual giving programs, including dynamic dashboards to track daily revenue against previous fiscal years and variable daily goals.
  • Utilize research tools to identify prospects for increased mid-level giving.
  • Support the creation and execution of key mass communications and appeals, including end-of-calendar-year and end-of-fiscal-year solicitations, ensuring timely and accurate outreach to all donor segments.
  • Liaise with colleagues across the institution to integrate philanthropic messaging into wider organizational appeals and communications, maintaining a consistent voice for all Membership- and Circles-level donors.
  • Track budget actuals and process invoices for the Annual Giving team, ensuring accurate coding and timely submission in coordination with the Finance department.
  • Maintain accurate donor records and contact data in the CRM, ensuring data integrity across all giving programs.
  • Support team's moves management process, with a focus on cultivation and stewardship activities.
  • Develop and maintain a thorough understanding of the Houston Symphony's history, mission and vision, fundraising goals, strategic priorities, and programs in order to effectively represent the organization to donors and colleagues.
  • Attend concerts and donor events on evenings and weekends as needed to support the team's stewardship and cultivation activities.
  • Perform additional duties as required by the Houston Symphony Society.
  • Bachelor's degree required.
  • Experience in an arts organization preferred.
  • An interest in fundraising and philanthropy, with a desire to grow within a development team environment.
  • Strong computer literacy including word processing, spreadsheet proficiency, and comfort with data analysis and reporting tools.
  • Proficiency working with a CRM or other database.
  • Professional demeanor, detail oriented, excellent verbal and written communication skills.
  • Ability to work successfully in a busy environment while managing multiple tasks and deadlines.
  • Ability to work flexible hours, including evenings, weekends, and some holidays to attend donor events, meetings, and performances as needed.