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CAPTRUST Financial Advisors

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Client Services - dead end - Client Management Consultant CAPTRUST Financial Advisors Employee Review

2.0
Nov 23, 2016
Recommend
CEO approval
Business outlook

Pros

I would consider CAPTRUST a "small" company, although I'm sure the 10+ year veterans would disagree. To me, that is a pro. The actual office location is in the North Hills area of Raleigh, which is very central and convenient to a lot of places. They keep free drinks on hand and have "snack time" once a day. The senior level managers are all very approachable and seem to genuinely care.

Cons

CAPTRUST is a very "old school"firm/company. Work/life balance is not flexible and there is no working from home allowed. For a company as small as CAPTRUST internal communication is poor and the culture tends to be very secretive. The benefits are worse than average for the area/industry. The firm invests little to no money in technology to make employee's lives easier. There is little to no career path in client services. There are 5 positions with different titles that are essentially the same but you are given the title that goes along with how much experience you have.

Explore other reviews about CAPTRUST Financial Advisors

5.0
Jun 15, 2026
Recommend
CEO approval
Business outlook

Pros

Lots of resources and areas of expertise.

Cons

In person required, no remote

5.0
Jun 11, 2026
Recommend
CEO approval
Business outlook

Pros

Decent pay, decent work life balance.

Cons

Private wealth side seems like a slight priority over institutional side.

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