Convergent Wealth Advisors
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Convergent Wealth Advisors Reviews

3 Reviews
3 Reviews

Recommend to a friend
Approve of CEO
(no image)
David R. Zier
2 Ratings


    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee in Los Angeles, CA
    Current Employee - Anonymous Employee in Los Angeles, CA

    I have been working at Convergent Wealth Advisors part-time (less than a year)


    -Flat hierarchal structure makes it an easy place to approach and learn from other employees.
    -Exposure to multiple facets of the business make the internship exciting and rewarding.
    -Great team environment.
    -Hands-on approach makes job exciting


    -More planning and training is needed for the internship.
    -Clarification of role as an intern needs to be explained to employees so they can take advantage of extra labor.

    Advice to ManagementAdvice

    -Structure internship so company there is mutually rewarding relationship between the company and intern.

    Positive Outlook
    Approves of CEO

Convergent Wealth Advisors Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Summer Associate Intern Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through college or university. The process took 3 weeksinterviewed at Convergent Wealth Advisors in February 2014.

    Interview Details

    I was alerted to the opportunity through my school's career services. I was called to set up a phone interview, set up said interview, and later that week, I had a phone interview with two directors at the company, who only asked behavioral questions. I found out two weeks later.

    Interview Questions
    No Offer
    Positive Experience
    Easy Interview

Convergent Wealth Advisors Awards & Accolades

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Additional Info

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Headquarters Potomac, MD
Size 50 to 149 Employees
Founded Unknown
Type Company - Private
Industry Finance
Revenue $1 to $5 million (USD) per year
Competitors Unknown

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