Careers at CapTrust Wealth Advisors

In delivering professional services it is people who make the difference.

We are focused on attracting individuals aligned with our culture, engaging in growth together, and releasing team members to flourish in their unique areas of gifting and passion.

Our Values

Stewardship

We are stewards, not owners – everything under our care is entrusted to us for a season.

Craftsmanship

We are professionals committed to the ongoing evidence of creative expertise in our craft.

Faithfulness

Who we are and what we do is foundational to our measure of a job well done.

Relationships

We are first in the relationship business.

We value human connection and see it as the primary place where understanding develops, and wisdom finds its purpose in life.

Gratitude

Having grateful hearts orients us correctly.

Humility

Humility grounds us and fuels curiosity.

Joy

Joy serves as a wellness barometer and energizes us.

Our Mission

Whether it's our collective curiosity and drive which fuels our craftsmanship, the faithfulness in which we are committed to deliver comprehensive solutions to our clients, or the heart for and love of others which is the foundation of all we do, we're on mission to enrich the lives of those we serve.

Why Work With Us?

Values

Rooted in faith and built on trust, our team is more than a workplace—it’s a place where people feel valued, inspired, and supported. If you’re looking for a career where you can grow professionally while being part of something bigger, we’d love to welcome you.

Community

When you join our team, you’re stepping into a workplace built on values worth living for. We are a supportive and collegial community where individuals are respected and empowered to thrive. Thoughtfulness and compassion guide how we treat one another and those we serve, creating a culture of genuine care.

Purpose

We’re not just coworkers—we’re a team driven by purpose. Our work is motivated by a shared commitment to excellence and a deep respect for the responsibility entrusted to us as we guide clients in finances and in life. We are driven to make a meaningful impact in the lives of our clients, our colleagues, and the communities we touch.

Join The Team

Tax & Estate Advisor

We are seeking an experienced Tax and Estate Advisor to join our dynamic team. This role is ideal for professionals with a CPA or JD designation and a strong background in tax, estate, or wealth planning for high-net-worth individuals.

FAQ

How can I learn more about CapTrust Wealth Advisors as a potential employer?

Great question! If you’re exploring career opportunities with us, our website is a great place to start. Visit the Join the Team section to learn about our current openings. You can also get a feel for who we are by checking out our team bios.

What positions are currently available?

Visit our Join the Team section to view current openings and learn more about working with us

How can I be considered for employment?

We’d love to hear from you! If you can see yourself as a future part of the CapTrust team, please send your resume—and anything else you’d like us to know—over to talent@ctfa.com.  We will review your information and someone from our team will reach out to see what type of role you are interested in and answer questions you might have.

What does the hiring process look like?

Our hiring process is intentional, welcoming, and designed to be a two-way conversation. We want to get to know you—your strengths, goals, and what excites you about joining CapTrust—just as much as you want to learn about us.

Steps include an initial review of your application and multiple interviews with team members where you can ask questions and experience our culture.  Throughout the process, we’ll keep you informed, answer your questions, and make sure you feel supported every step of the way.