Senior Trust Officer at MRINetwork Jobs Sarasota, FL
Sarasota, FL · On-site
$90 - $130/hr
CTFA * CFP * ATFA * CIMA * CFP * AIF No FINRA licensing is needed or used. #J-18808-Ljbffr
Sarasota, FL · On-site
$90 - $130/hr
CTFA * CFP * ATFA * CIMA * CFP * AIF No FINRA licensing is needed or used. #J-18808-Ljbffr
Sarasota, FL · On-site
$90 - $130/hr
CTFA * CFP * ATFA * CIMA * CFP * AIF No FINRA licensing is needed or used. #J-18808-Ljbffr
CTFA preferred * Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC's, limited partnerships, retirement accounts, and alternative assets
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CTFA preferred * Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC's, limited partnerships, retirement accounts, and alternative assets
Be Seen First
Tampa, FL · On-site
$150K - $175K/yr (+ commission)
... CTFA certification is a plus · At least five years experience in the same or similar capacity
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Be Seen First
Tampa, FL · On-site
$150K - $175K/yr (+ commission)
... CTFA certification is a plus · At least five years experience in the same or similar capacity
CTFA preferred or working towards a CTFA
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CTFA preferred or working towards a CTFA
Phoenix, AZ · On-site
$130 - $155/hr
CTFA preferred; JD or CPA a plus What's In It For You: * Dedicated admin support so you stay focused on clients * Strong base salary plus annual bonus (paid above target in recent years) Senior Trust ...
Phoenix, AZ · On-site
$130 - $155/hr
CTFA preferred; JD or CPA a plus What's In It For You: * Dedicated admin support so you stay focused on clients * Strong base salary plus annual bonus (paid above target in recent years) Senior Trust ...
Hancock, MI · On-site
Tags Trust, Trust Officer, CTFA, CFP EOE Statement Superior National Bank is an equal opportunity employer that does not discriminate on the basis of race, religion, national origin, ancestry, age ...
Hancock, MI · On-site
Tags Trust, Trust Officer, CTFA, CFP EOE Statement Superior National Bank is an equal opportunity employer that does not discriminate on the basis of race, religion, national origin, ancestry, age ...
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 ...
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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 ...
Professional designation (CTFA, CFP, CPA, or JD) preferred * Strong knowledge of fiduciary regulations and trust operations * Proven relationship management and business development skills
Professional designation (CTFA, CFP, CPA, or JD) preferred * Strong knowledge of fiduciary regulations and trust operations * Proven relationship management and business development skills
$90 - $130/hr
Credentials such as CFP, CPA, EA, PFS or CTFA are a plus * Comfortable explaining financial concepts and evaluating real-world personal finance scenarios * Experience working with everyday/middle ...
$90 - $130/hr
Credentials such as CFP, CPA, EA, PFS or CTFA are a plus * Comfortable explaining financial concepts and evaluating real-world personal finance scenarios * Experience working with everyday/middle ...
$180 - $300/hr
CFP, CPA, CFA, CTFA or CFM certification preferred * FINRA Series 7, 66 and Insurance licenses required #J-18808-Ljbffr
$180 - $300/hr
CFP, CPA, CFA, CTFA or CFM certification preferred * FINRA Series 7, 66 and Insurance licenses required #J-18808-Ljbffr
Michigan City, IN · On-site
$140 - $210/hr
Bachelor's degree in Business, Finance, or related field; advanced degree or CTFA, CFP, JD, or MBA preferred * Minimum 10 years of experience in wealth and trust management * Strong leadership ...
Michigan City, IN · On-site
$140 - $210/hr
Bachelor's degree in Business, Finance, or related field; advanced degree or CTFA, CFP, JD, or MBA preferred * Minimum 10 years of experience in wealth and trust management * Strong leadership ...
York, NE · On-site
$60 - $90/hr
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 ...
York, NE · On-site
$60 - $90/hr
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 ...
Los Angeles, CA · On-site
$180 - $300/hr
CFP, CPA, CFA, CTFA or CFM certification preferred * FINRA Series 7, 66 and Insurance licenses required #J-18808-Ljbffr
Los Angeles, CA · On-site
$180 - $300/hr
CFP, CPA, CFA, CTFA or CFM certification preferred * FINRA Series 7, 66 and Insurance licenses required #J-18808-Ljbffr
Fort Worth, TX · On-site
$70 - $110/hr
Proficiency in Microsoft applications. * (Preferred) CTFA, CFP, or similar professional designation. Benefits * Medical, dental, vision, long‑term disability, and life insurance. * 401(k) matching.
Fort Worth, TX · On-site
$70 - $110/hr
Proficiency in Microsoft applications. * (Preferred) CTFA, CFP, or similar professional designation. Benefits * Medical, dental, vision, long‑term disability, and life insurance. * 401(k) matching.
York, NE · On-site
$60 - $90/hr
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 ...
York, NE · On-site
$60 - $90/hr
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 ...
Louisville, KY · On-site
$120 - $180/hr
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 #J-18808-Ljbffr
Louisville, KY · On-site
$120 - $180/hr
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 #J-18808-Ljbffr
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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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 ...
Professional designations such as CFP and CTFA, along with a JD, are highly valued. If you enjoy winning business, developing talented advisors, and turning opportunities into lifelong client ...
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Professional designations such as CFP and CTFA, along with a JD, are highly valued. If you enjoy winning business, developing talented advisors, and turning opportunities into lifelong client ...
Licensing and Certifications CTFA or JD preferred, Notary license may need to be obtained. * Additional experience may be considered in lieu of degree. * Certified Trust and Fiduciary Advisor (CTFA ...
Licensing and Certifications CTFA or JD preferred, Notary license may need to be obtained. * Additional experience may be considered in lieu of degree. * Certified Trust and Fiduciary Advisor (CTFA ...
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 ...
Quick apply
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 ...
$39.5K - $47.1K
3% of jobs
$47.1K - $54.7K
6% of jobs
$54.7K - $62.3K
2% of jobs
$62.3K - $69.9K
5% of jobs
$72.6K is the 25th percentile. Wages below this are outliers.
$69.9K - $77.5K
22% of jobs
The median wage is $84.1K / yr.
$77.5K - $85K
13% of jobs
$85K - $92.6K
11% of jobs
$92.6K - $100.2K
10% of jobs
$103.2K is the 75th percentile. Wages above this are outliers.
$100.2K - $107.8K
8% of jobs
$107.8K - $115.4K
8% of jobs
$115.4K - $123K
13% of jobs
$39.5K
$87.7K
$123K
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).
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.
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.
Cities with the most Ctfa job openings:
The most popular types of Ctfa jobs are:
States with the most job openings for Ctfa jobs include:
The top searched job categories for Ctfa jobs are:

Sarasota, FL • On-site
$90 - $130/hr
Other
Posted 19 days ago
Our client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients.
They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level. My client wants someone who works well with others and understands the true meaning of a partnership. This is a salaried position plus bonus along with other unique benefits.
Education is important to them. Candidates should have a JD or one of the following designations:
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