Convergent Wealth Advisors

www.convergentwealth.com
Unclaimed Profile

Convergent Wealth Advisors Reviews

3.6
Recommend to a friend
Approve of CEO
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David R. Zier
2 Ratings
  • ANONYMOUS

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    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)

    Positive Outlook
    Approves of CEO
    Positive Outlook
    Approves of CEO

    Pros

    -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

    Cons

    -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 Management

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


Convergent Wealth Advisors Interviews

Interview Experience

Interview Experience

100%
0%
0%

Getting an Interview

Getting an Interview

100%

Interview Difficulty

3.0
Average

Interview Difficulty

Hard

Average

Easy
  1.  

    No Offer
    Positive Experience
    Easy Interview

    Application

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

    Interview

    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

Convergent Wealth Advisors Awards & Accolades

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Additional Info

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Website www.convergentwealth.com
Headquarters Potomac, MD
Size 50 to 149 Employees
Founded Unknown
Type Company - Private
Industry Finance
Revenue $5 to $10 million (USD) per year
Competitors Unknown

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