CAPTRUST Financial Advisors Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 29 interview experiences · FREE TO READ
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16 roles · 29 reportsCandidate interview experiences
First-hand accounts from people who interviewed at CAPTRUST Financial Advisors.
CAPTRUST Financial Advisors
Intern
Intern Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral Technical
The process feels more like a conversation to get to know you and your background. They ask general questions like tell me about yourself and your background. The first step was a phone screening and then a video interview. Depending on the position and popularity, this part might be longer or shorter. The phone screening focused more on you, so make sure you have questions ready to ask!
Confirmed questions2 questions
- Tell me about yourself and your background.
- What would you improve as an intern, based on your research?
CAPTRUST Financial Advisors
Corporate Counsel
Mid Average Negative experience No offer 3 rounds
Interview process
Recruiter call Phone screen Onsite Background check
Interview formats
Behavioral Technical
Had a 30 minute call with the recruiter, then a 30 min call with the hiring manager. After that, I had a 3 hour in person panel interview with four team members. The in person interview included 2 teleconference calls in their conference room. Recruiter said they would let me know within the week about an offer. I was ghosted by the recruiter and got a generic rejection email almost 6 weeks later.
Confirmed questions1 question
- Can you share an instance where you made a mistake and describe its consequences?
CAPTRUST Financial Advisors
Operations
Entry Easy Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
Applied and got an email to schedule a screening call with the recruiter, which went well. After a week, I was approached for the first round of the interview. I attended the interview and had a good conversation. After that, it was just radio silence. They didn't even send a message saying they moved on to other candidates. I'd say be ready to get ghosted by the recruiters if you're applying to this company. My personal opinion is that there are way better companies out there that are at least decent enough to let you know you didn't make the cut.
Confirmed questions2 questions
- Can you introduce yourself and explain how you handle a high workload and pressure?
- How do you manage a large amount of work and stress?
CAPTRUST Financial Advisors
Business Development Analyst
Entry Easy Negative experience No offer 3 rounds
Interview process
Recruiter call Technical screen Onsite Panel Presentation Offer
Interview formats
Behavioral Technical Presentation
The interview process involved three main rounds: an initial virtual interview with the hiring manager, followed by an in-person panel interview with team members, and concluding with a final virtual interview with the VP. The entire process spanned about a month. Referrals don't seem to carry much weight here, and they might reject candidates for being "overqualified" (which seems like a subjective reason). It's advisable to present yourself as very junior, as they seem to prefer less experienced candidates for this role. If you have over 4-5 years of experience, you might want to consider removing your work history and graduation date from your resume to improve your chances. They tend to not hire individuals who are not young and inexperienced for this position.
Confirmed questions3 questions
- Can you give me an overview of your resume?
- Could you tell me a bit about yourself?
- What are your career aspirations for your next position?
CAPTRUST Financial Advisors Interview Questions
Quoted word for word from CAPTRUST Financial Advisors interview reports.
“What do you know about non-qualifying retirement plans?”
Read reports →“Can you tell me about some less common Microsoft Excel functions?”
Read reports →“How do you manage a large amount of work and stress?”
Read reports →“Can you share an instance where you made a mistake and describe its consequences?”
Read reports →“What are your future goals?”
Read report →“Can you share an instance where a client contacted your manager to commend your service, and describe that situation?”
Read report →“What software are you familiar with using, and what software can you use?”
Read report →“What are your career aspirations?”
Read report →“Can you share a challenge you've had to overcome in your life to reach this stage?”
Read report →Formats, difficulty and experience
Across all 29 CAPTRUST Financial Advisors interview reports.