Convergent Wealth Advisors

  www.convergentwealth.com
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3 Employee Reviews (View Most Recent)

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

Intern (Former Employee) Los Angeles, CA

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

ConsThe 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 Senior Management--

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Approves of CEO

     

    ANONYMOUS

    Anonymous Employee (Current Employee) Los Angeles, CA

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

    Pros: -Flat hierarchal structure makes it an easy place to approach and learn from other employees. -Exposure to multiple… Cons: -More planning and training is needed for the internship. -Clarification of role as an… Advice to Senior Management: -Structure internship so company there is mutually rewarding relationship between… – I'm optimistic about the outlook for this company… More

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities
    • Approves of CEO

     

    Some good, some bad....

    Anonymous Employee (Former Employee) Potomac, MD

    I worked at Convergent Wealth Advisors full-time for more than 5 years

    Pros: a very interesting client base, very smart research team, CEO… 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… Advice to Senior Management: rethink the role (or lack thereof) of the president, CFO, other… No, I would not recommend this company to a friend More

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