CAPTRUST

CAPTRUST is a nationwide financial advisory firm committed to providing objective fiduciary advice with a focus on enriching the lives of its clients, colleagues, and communities. Since its founding in 1997, CAPTRUST has grown to become one of the largest independent advisory firms in the country, serving over 30,000 institutional and private clients, including individuals, families, corporations, endowments, and foundations. CAPTRUST emphasizes its independence, its "No-Golf-Ball Rule" which prohibits accepting gifts from vendors, and its high client retention rate as key differentiators.

CAPTRUST offers a wide range of financial services, including wealth management, retirement plan solutions, and endowment and foundation consulting. The company takes pride in its strong ethical foundation and its commitment to delivering exceptional client service. CAPTRUST is majority employee-owned, creating a culture of ownership and fostering a strong commitment to long-term growth and client success. The company also operates a charitable foundation, the CAPTRUST Community Foundation, dedicated to enriching the lives of children in need.

CAPTRUST does not explicitly mention job flexibility options on the job posting.

CAPTRUST offers a comprehensive benefits package for employees, including a 401(k) with employer match, PPO and HDHP health insurance plans, dental and vision plans, health savings accounts (HSA) with employer contributions, flexible spending accounts (FSA), telemedicine, life insurance/AD&D coverage, short- and long-term disability coverage, maternity and parental leaves, access to mental health experts and wellness benefits, an employee assistance program (EAP), adoption assistance, and a wealth-building employee ownership shareholder program.

CAPTRUST is an independent financial advisory firm committed to enriching the lives of its clients, colleagues, and communities. They strive to deliver sound financial advice and exceptional service, underpinned by a strong ethical foundation and a commitment to integrity.

CAPTRUST promotes a culture of ownership, excellence, teamwork, and innovation, emphasizing integrity and a commitment to service beyond expectation. They value accountability, both individually and as a company, and prioritize a collaborative environment where all employees contribute to their success.

CAPTRUST prioritizes diversity, equity, and inclusion as core to its values and success. They believe belonging is essential for growth and aim to create a culture where everyone feels respected and empowered. Their efforts include the establishment of an Inclusion & Diversity Council, Employee Resource Groups (ERGs), and a commitment to equitable practices within their workplace.