Convergent Wealth Advisors Reviews | Glassdoor

Convergent Wealth Advisors Reviews

6 reviews

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4.1
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Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
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David R. Zier
2 Ratings

Employee Reviews

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  1. "Intern"

    StarStarStarStarStar
    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


  2. "Executive Assistant to the President"

    StarStarStarStarStar
    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.

  3. "Intern"

    StarStarStarStarStar
    Former Employee - Client Services & Investment Strategies Summer Analyst in Syracuse, NY
    Former Employee - Client Services & Investment Strategies Summer Analyst in Syracuse, NY
    Recommends

    I worked at Convergent Wealth Advisors (Less than a year)

    Pros

    Great environment, learned a lot, great team dynamic

    Cons

    Not always too busy, but generally something to do. A lot of reporting, which isn't exciting, but still a good skill to learn for the future.


  4. "ANONYMOUS"

    StarStarStarStarStar
    • 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)

    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.


  5. "Some good, some bad...."

    StarStarStarStarStar
    • 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
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

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

    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.


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

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

    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

    --