Consider a future with Symphonic Financial Advisors today.
High Standard of Excellence
Our firm was founded on one principal: Do only what is in the best interest of your client. We maintain a fiduciary business model that assists Financial Professionals in understanding their clients’ unique situation so that they may act in their clients’ best interest, both legally and ethically.
Niche Market Leadership Support
While our advisors operate independently, our firm is guided by the leadership of RBC Wealth Management, City National Bank, and City National Rochdale. We have a deep bench of subject matter experts ready to help you serve your clients.
Collaborative Advisor Network
Our national network of advisors share their unique methods and practices, discuss new solutions and strategies, and communicate their experiences and knowledge in order to pass along valuable business-building information to colleagues.
Perks & Benefits
Competitive Payout Rates
Advisor payouts range from 70 – 90% depending on experience, book of business and mentoring needs.
Practice Management Technology
Utilize the industry tools you need to run your ideal financial advisor practice and provide an excellent client experience.
Dedicated Support Staff
Your Symphonic home office support staff is dedicated to taking the busy work out of your lives so you can focus your valuable time on what matters most – helping your clients, growing your network, and developing your practice.
Branded Marketing Materials
We furnish many relevant and valuable informative pieces to help you pursue the clients that you want, branded with your professional image and information.
Learning & Development
In-person and online resources, courses, and events, including an annual advisor conference, to help continue your advisor education and enable growth in your practice.
Business Succession
Our model supports your business succession plan. Design your unique succession plan to maintain your clients’ satisfaction while transitioning into your ideal retirement scenario.
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