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Ctfa Jobs (NOW HIRING)

Atrium

Client Advisor - 399697

Seattle, WA · On-site

CTFA, CFP, or CFA certification is a plus. * Proficiency with Microsoft Office Suite, including Excel, Outlook, PowerPoint, Word, and Salesforce. Preferred Experience/Skills For The Client Advisor

SHR LLC

Be Seen First

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

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 #LI-TA1

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 ...

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 ...

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 ...

Robert W Baird & Co

Trust Strategist

Nashville, TN

$117K - $151K/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 #LI-TA1 Baird is ...

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 Jul 27, 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 are the main responsibilities of a Certified Trust and Fiduciary Advisor (CTFA) on a day-to-day basis?

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 job?

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 in the Ctfa position, and why are they important?

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.

More about Ctfa jobs
What cities are hiring for Ctfa jobs? Cities with the most Ctfa job openings:
What are the most commonly searched types of Ctfa jobs? The most popular types of Ctfa jobs are:
What states have the most Ctfa jobs? States with the most job openings for Ctfa jobs include:
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Ctfa jobs near you
Infographic showing various Ctfa job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 96% In-person, and 4% Hybrid job distribution, with an average salary of $87,678 per year, or $42.2 per hour.
Private Client Relationship Advisor - DC

Private Client Relationship Advisor - DC

Veritas Partners

Washington, DC • On-site

Full-time

Posted 19 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