Convergent Wealth Advisors

www.convergentwealth.com
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Convergent Wealth Advisors Reviews

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3.6
Recommend to a friend
Approve of CEO
(no image)
David R. Zier
2 Ratings

3 Employee Reviews

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  1. 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.


  2. 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

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

    Doesn't Recommend
    Neutral Outlook
    Approves of CEO
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

    Pros

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

    Cons

    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.


  3. Not much to say, was only a part-time intern.

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Intern in Los Angeles, CA
    Former Employee - Intern in Los Angeles, CA

    I worked at Convergent Wealth Advisors

    Pros

    Understanding of being a part-time intern and student. Will let me get off work early to attend review sessions, etc.

    Cons

    The Los Angeles office is a relatively new office so most of the work is still prospecting and the organization of the firm there is still premature, but it seems that it's not the case in their HQ.

    Advice to Management

    --



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