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Ctfa Jobs (NOW HIRING)

Whittier Trust

Client Advisory Associate

Seattle, WA · On-site

$75K - $90K/yr

Willingness to continue education (CTFA, CFP, MBA) Desired Experience * Understanding of trust accounting and/or estate planning concepts preferred but not essential * Superior skills and experience ...

New

Baird

Trust Strategist

Louisville, KY · On-site

$116K - $150K/yr

Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting, or Business Administration * 5+ year experience in the trust industry preferred

Midland States Bank

Trust Officer

Saint Louis, MO · On-site

$89K - $119K/yr

If not holding a JD then CTFA (Certified Trust and Fiduciary Advisor) certification, or CTFA pending with 20 years industry experience. * 3-5 years experience in financial services, preferably in a ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

... • CTFA (Certified Trust and Financial Advisor) or Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment required. • Strong interpersonal ...

Whittier Trust

Client Advisory Associate

Seattle, WA · On-site

$75K - $90K/yr

Willingness to continue education (CTFA, CFP, MBA) DESIRED EXPERIENCE * Understanding of trust accounting and/or estate planning concepts preferred but not essential * Superior skills and experience ...

Whittier Trust

Client Advisory Associate

Seattle, WA · On-site

$75K - $90K/yr

Willingness to continue education (CTFA, CFP, MBA) DESIRED EXPERIENCE * Understanding of trust accounting and/or estate planning concepts preferred but not essential * Superior skills and experience ...

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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What are the most commonly searched types of Ctfa jobs?

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What states have the most Ctfa jobs?

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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.

Senior Personal Finance & Tax Expert - AI Training

Braintrust

Boston, MA • On-site

$96/hr

Other

Posted 3 days ago

New

Job description

Our client is seeking senior United States-based personal finance professionals for an AI training project involving real-world financial topics and scenarios. This opportunity is intended for experienced practitioners whose work directly supports individuals or households, rather than candidates whose experience is limited to corporate finance.

Relevant Backgrounds

You may be a fit if your experience includes one or more of the following:

  • Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
  • Advising individuals on investments, asset allocation, portfolio rebalancing, retirement accounts, or Social Security planning.
  • Helping households with comprehensive financial planning, budgeting, cash flow, debt, or financial goals.
  • Supporting estate and gift tax, trust administration, beneficiary planning, or fiduciary accounting in a non-attorney capacity.
  • Advising on student loans, mortgage refinancing, credit-card payoff, home affordability, or college and 529 planning.
  • Supporting clients with equity compensation, including RSUs, stock options, ESPPs, or self-employed finances.

Relevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant. CFP, PFS, CPA, EA, and CTFA credentials are particularly strong signals for this senior opportunity, but equivalent depth of household-facing experience may also qualify.

Requirements

  • Currently based in the United States.
  • At least 10 years of directly relevant professional experience.
  • Significant professional experience advising or supporting individuals or households in at least one of the areas above.
  • Ability to apply senior-level judgment, explain complex financial concepts clearly, and follow detailed project instructions.

Compensation

Compensation is $96 USD per hour.

Apply