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Ctfa Jobs (NOW HIRING)

SHR LLC

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Trust Administrator

Tampa, FL · On-site

$150K - $175K/yr

... CTFA certification is a plus · At least five years experience in the same or similar capacity

First Citizens Bank

Fiduciary Officer

Raleigh, NC · Hybrid

National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA. Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts. Benefits are an ...

First Citizens Bank

Fiduciary Officer

Raleigh, NC · Hybrid

National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA. Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts. Benefits are an ...

Cornerstone Bank NE

Trust Administrator

York, NE · On-site

Having a Certified Trust Financial Advisor (CTFA) designation is preferred. Will be a graduate of the Cannon Trust School or willing to enroll in program soon after hire. Four years of related work ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

A Bachelor's degree is required, while a JD, CFP ® , and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

A Bachelor's degree is required, while a JD, CFP ® , and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

A Bachelor's degree is required, while a JD, CFP ® , and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

A Bachelor's degree is required, while a JD, CFP ® , and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

A Bachelor's degree is required, while a JD, CFP ® , and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally ...

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CTFA information

See salary details

$39.5K

$87.7K

$123K

How much do ctfa jobs pay per year?

As of Aug 15, 2026, the average yearly pay for ctfa in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What can you do with a Certified Trust and Financial Advisor (CTFA)?

A Certified Trust and Financial Advisor (CTFA) is qualified to manage and administer trusts, estates, and fiduciary accounts. They provide estate planning, wealth management, and trust administration services, often working with high-net-worth clients and financial institutions. The certification demonstrates expertise in trust law, financial planning, and fiduciary responsibilities.

What kind of jobs does a Ctfa get?

A CTFA (Certified Trust and Financial Advisor) typically works in wealth management, trust administration, estate planning, and financial advising. They often handle client portfolios, provide investment guidance, and ensure compliance with financial regulations, requiring strong analytical skills and relevant certifications.

What are the main responsibilities of a Certified Trust and Fiduciary Advisor (CTFA)?

A CTFA is responsible for managing client trusts, estates, and investment accounts, ensuring compliance with legal and regulatory requirements. Daily tasks often include meeting with clients to discuss financial goals, preparing reports, coordinating with attorneys and tax professionals, and executing complex asset transfers. You may also help design estate plans, address beneficiary questions, and review investment performance. The role provides a balance of client interaction, strategic planning, and attention to legal details, working closely with other members of the wealth management team to deliver comprehensive financial solutions.

What is a CTFA?

A Certified Trust and Fiduciary Advisor (CTFA) is a financial professional who specializes in trust administration, estate planning, investment management, and fiduciary responsibilities. They typically work in banks, trust companies, or financial institutions, helping clients manage assets, plan for wealth transfer, and ensure legal compliance. Earning the CTFA designation requires relevant work experience and passing an exam administered by the American Bankers Association (ABA).

What are the key skills and qualifications needed to thrive as a CTFA?

To thrive as a Certified Trust and Fiduciary Advisor (CTFA), you need a background in wealth management, trust administration, and a comprehensive understanding of fiduciary laws and regulations, typically supported by a relevant bachelor's degree and CTFA certification. Proficiency with trust accounting software, portfolio management tools, and compliance platforms is common in this role. Strong interpersonal skills, ethical judgment, and attention to detail help professionals effectively serve clients and build lasting relationships. These skills and qualifications are essential for providing sound fiduciary guidance, managing complex client portfolios, and ensuring regulatory compliance.

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CTFA jobs near you
Infographic showing various Ctfa job openings in the United States as of August 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 92% Physical, 6% Hybrid, and 2% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Private Client Relationship Advisor - DC

Veritas Partners

Washington, DC

Full-time

Re-posted 8 days ago

Job description

Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.
Responsibilities
  • Communicate with internal and external contacts including prospects and clients
  • Collaborate with outside advisors
  • Organize and manage client meetings from start to finish
  • Responsible for all account maintenance
  • Proactive resolution of client inquiries
Qualifications
  • Bachelor’s degree required; degree in Finance or Business preferred
  • Minimum of ten years of relevant work experience
  • Experience with Trusts and Fiduciary-based relationships
  • CTFA preferred
  • Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
  • Understand fiduciary applications relevant to client relationships
  • Superior client service and communication skills