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Convergent Wealth Advisors Jobs

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Show:  All Results Last 7 Days
11 days ago

Chief Compliance Officer

Convergent Wealth Advisors Potomac, MD +2 locations

Provide new employees with compliance overview and training. Providing… Ivy Exec

11 days ago

Senior Research Analyst

Convergent Wealth Advisors Potomac, MD

An interest in working in a team environment. Experience working with advisors, ultra high net worth… Ivy Exec

30+ days ago

Client Service Associate

Convergent Wealth Advisors Potomac, MD

This position is responsible for providing direct support to a team of wealth management professionals responsible for servicing complex and… 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
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David R. Zier
2 Ratings

    • 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
    Positive Outlook
    Approves of CEO

    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 Management

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

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