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Symphony Financial Jobs (NOW HIRING)

MN Orchestra

Senior Director of Finance

Minneapolis, MN · On-site

$160K - $175K/yr

This position ensures accurate financial stewardship and provides financial planning and analysis ... Founded by Emil Oberhoffer in 1903 as the Minneapolis Symphony Orchestra, the organization was the ...

Boston Symphony Orchestra

Retail Buyer

Boston, MA

$75K - $85K/yr

Summary/Objective About the BSO Founded in 1881, the Boston Symphony Orchestra (BSO) is one of the ... Budgeting and Financial Analysis * Develop and manage purchasing budgets. * Analyze sales data and ...

Boston Symphony Orchestra

Retail Buyer

Boston, MA · On-site

$75K - $85K/yr

Summary/Objective About the BSO Founded in 1881, the Boston Symphony Orchestra (BSO) is one of the ... Budgeting and Financial Analysis * Develop and manage purchasing budgets. * Analyze sales data and ...

The Woodruff Arts Center

Stage Technician

Atlanta, GA · On-site

Comprised of three Art Partners-Alliance Theatre, Atlanta Symphony Orchestra and High Museum of Art ... Maintain fiscal responsibility and integrity in all budgeting and financial matters. Ability to ...

Woodruff Arts Center

Stage Technician

Atlanta, GA

Comprised of three Art Partners-Alliance Theatre, Atlanta Symphony Orchestra and High Museum of Art ... Maintain fiscal responsibility and integrity in all budgeting and financial matters. Ability to ...

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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 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:
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 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.

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX

Other

Posted 17 days ago

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills.  This position is full-time and in the office.

Essential Duties and Responsibilities

•      Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

•      Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

•      Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

•      Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

•      Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

•      Maintain CRM database; define and ensure adherence to appropriate client service models.

•      Manage multiple and competing priorities daily in pursuit of business objectives.

•      Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

•      Other duties as assigned.

•      This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

•     Basic computer skills (Outlook, Word, Excel. Adobe)

•     Strong administrative and time management skills with superior attention to detail.

•     Able to work independently and effectively manage multiple tasks at once.

•     Excellent communication skills, both verbally and in writing.

•     CRM knowledge a plus.

Education and/or Experience

•      The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

•      High School Diploma or Associate's degree required

• Previous experience in financial services a plus

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