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

4.1
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David R. Zier
2 Ratings
  • "Intern"

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    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    Pros

    Exposure to both advisor and research side of wealth management

    Cons

    Did not get to work with everyone in the office

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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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