Working at Convergent Wealth Advisors | Glassdoor

Convergent Wealth Advisors Overview

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Potomac, MD
51 to 200 employees
Unknown
Company - Private
Finance
$10 to $25 million (USD) per year
Unknown

Convergent Wealth Advisors Reviews

4.0
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David R. Zier
2 Ratings
  • "Executive Assistant to the President"

    Star Star Star Star Star
    Current Employee - Executive Assistant in Laurel, MD
    Current Employee - Executive Assistant in Laurel, MD

    I have been working at Convergent Wealth Advisors (More than a year)

    Pros

    Financial Family Office focused entirely on the financial management and wealth planning needs of their clients.

    Cons

    There aren't any to name as their services cover several needs and provide the family office experience at a fraction of the cost.

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Convergent Wealth Advisors Interviews

Experience

Experience
100%
0%
0%

Getting an Interview

Getting an Interview
100%

Difficulty

3.0
Average

Difficulty

Hard
Average
Easy
  1.  

    Summer Associate Intern Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed 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

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