Convergent Wealth Advisors
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Convergent Wealth Advisors Jobs in Potomac, MD

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16 days ago

Chief Compliance Officer

Convergent Wealth Advisors Potomac, MD

• Develop and implement Rule 206(4)-7 compliance program. • Using a risk-based approach, conduct ongoing compliance reviews and surveillance to… Convergent Wealth Advisors

30+ days ago

Senior Compliance/Risk Associate

Convergent Wealth Advisors Potomac, MD

The Senior Compliance/Risk Associate will be responsible for assisting with Company’s regulatory compliance program, risk assessment program, and… Convergent Wealth Advisors

Convergent Wealth Advisors Reviews

Recommend to a friend
Approve of CEO
(no image)
David R. Zier
2 Ratings
  • Some good, some bad....

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Potomac, MD
    Former Employee - Anonymous Employee in Potomac, MD
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

    I worked at Convergent Wealth Advisors full-time (More than 5 years)


    a very interesting client base, very smart research team, CEO Dave Zier is a well-intentioned, nice guy


    Top heavy with senior management, none of whom (except Zier) are client facing. "Employees are are greatest asset" is a motto that doesn't ring very true when push comes to shove. Lockshin (founder) checked out a while ago. There is not a lot of trust in senior management. A lot of employee turnover in the past few years.

    Advice to Management

    rethink the role (or lack thereof) of the president, CFO, other non-revenue generating positions. Figure out what you are doing with Independence.

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