Convergent Wealth Advisors - Not much to say, was only a part-time intern. | Glassdoor
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There are newer employer reviews for Convergent Wealth Advisors

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

Star Star Star Star Star
  • 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

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Other Employee Reviews for Convergent Wealth Advisors

  1. "Intern"

    Star Star Star Star Star
    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"

    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.


There are newer employer reviews for Convergent Wealth Advisors
There are newer employer reviews for Convergent Wealth Advisors

See Most Recent

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