Hiring: Planning Specialist. Konvergent Wealth Management. Location. Gig Harbor, WA (full-time, on-site). Job Type. Full-time W2. Business Stage. $800M AUM → $5B AUM (three year strategic goal). Position Summary. The Planning Specialist will serve as a core member of Konvergent’s advisory and client strategy team. This role supports the firm’s advisors in delivering sophisticated planning, investment, and wealth strategies to ultra-high-net-worth...
Hiring: President of Konvergent Wealth. Company: Konvergent Wealth Management. Business Stage: $700M AUM → $5B AUM (3-year goal). Business Type: Privately Held. Location: Gig Harbor, WA (this role is full-time, onsite, relocation assistance provided). Job Type: Full time, W-2. Position Summary. The President will serve as the operational leader of Konvergent Wealth Management — the execution engine translating the founder’s big-picture vision int...
Konvergent Wealth Management. Role: Client Service Associate. Type: Full-time, employee. Location: Onsite, Gig Harbor, WA. Role Overview. As a Client Success Associate (CSA) at Konvergent Wealth Management, you will play a mission-critical role supporting our advisory team and ensuring a world-class experience for our high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This is an onsite, full-time W2 position based in Gig Harbor, WA, or...
