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Ctfa Salary Jobs (NOW HIRING)

Atrium

Client Advisor - 399697

Seattle, WA · On-site

Salary/Hourly Rate $150k + bonus + profit sharing Position Overview The Client Advisor will support ... CTFA, CFP, or CFA certification is a plus. * Proficiency with Microsoft Office Suite, including ...

Whittier Trust

Client Advisory Associate

Pasadena, CA

$75K - $90K/yr

The position offers a competitive compensation package including base salary, performance bonus ... Willingness to continue education (CTFA, CFP, MBA) DESIRED EXPERIENCE * Understanding of trust ...

New

Whittier Trust

Client Advisory Associate

Pasadena, CA · On-site

$75K - $90K/yr

The position offers a competitive compensation package including base salary, performance bonus ... Willingness to continue education (CTFA, CFP, MBA) DESIRED EXPERIENCE * Understanding of trust ...

Baird

Trust Strategist

Seattle, WA · On-site

$91K - $126K/yr

Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting ... Pay Range for Seattle, WA- $91,800 -$126,000 annual salary range * Bonus potential up to 20% of ...

Midlandsb

Trust Officer

Saint Louis, MO · On-site

$89K - $119K/yr

At Midland States Bank, base salary is one component of our Total Rewards program. Exact ... If not holding a JD then CTFA (Certified Trust and Fiduciary Advisor) certification, or CTFA ...

Robert W Baird & Co

Trust Strategist

Seattle, WA · On-site

$91K - $126K/yr

Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting ... Pay Range for Seattle, WA- $91,800 -$126,000 annual salary range * Bonus potential up to 20% of ...

Robert W Baird & Co

Trust Strategist

Seattle, WA · Hybrid

$91K - $126K/yr

Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting ... Pay Range for Seattle, WA- $91,800 -$126,000 annual salary range * Bonus potential up to 20% of ...

MRINetwork Jobs

Trust Officer

Manhattan, NY · On-site

$120K - $145K/yr

A CTFA designation or advanced degree is a plus, along with experience working with complex ... They offer a competitive base salary of $120,000-$145,000, annual bonus potential, an outstanding ...

MRINetwork Jobs

Trust Officer

Manhattan, NY · On-site

$120K - $145K/yr

A CTFA designation or advanced degree is a plus, along with experience working with complex ... They offer a competitive base salary of $120,000-$145,000, annual bonus potential, an outstanding ...

MRINetwork Jobs

Trust Officer

Manhattan, NY · On-site

$120K - $145K/yr

A CTFA designation or advanced degree is a plus, along with experience working with complex ... They offer a competitive base salary of $120,000-$145,000, annual bonus potential, an outstanding ...

MRINetwork Jobs

Trust Officer

Manhattan, NY · On-site

$120K - $145K/yr

A CTFA designation or advanced degree is a plus, along with experience working with complex ... They offer a competitive base salary of $120,000-$145,000, annual bonus potential, an outstanding ...

Wilmington Trust

Wealth Market Manager

Los Angeles, CA

$182K - $339K/yr

... appraisals, promotions, salary recommendations, performance management and terminations ... CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is ...

M&T Bank

Wealth Market Manager

Los Angeles, CA · On-site

$182K - $339K/yr

... appraisals, promotions, salary recommendations, performance management and terminations ... CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is ...

M&T Bank

Wealth Market Manager

Los Angeles, CA

$182K - $339K/yr

... appraisals, promotions, salary recommendations, performance management and terminations ... CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is ...

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Ctfa Salary information

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$39.5K

$87.7K

$123K

How much do ctfa salary jobs pay per year?

As of Jul 27, 2026, the average yearly pay for ctfa salary 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 is the difference between a CFP and a CTFA?

A Certified Financial Planner (CFP) is a professional who provides comprehensive financial planning and advice, while a Certified Trust and Financial Advisor (CTFA) specializes in trust, estate, and wealth management services. The CFP focuses on personal financial planning, whereas the CTFA often works with high-net-worth clients on trust administration and estate planning, typically requiring different certifications and expertise.

What is the difference between Ctfa Salary vs Certified Financial Technician (CFTe) Salary?

AspectCtfa SalaryCertified Financial Technician (CFTe) Salary
Required CredentialsTypically requires the CTFA designation, which focuses on trust and estate planning, fiduciary responsibilities, and wealth management.Requires the CFTe certification, emphasizing technical analysis, charting, and market analysis skills.
Work EnvironmentOften employed in private banks, trust companies, and wealth management firms.Commonly found in investment firms, trading firms, and financial analysis roles.
Industry UsageUsed primarily in wealth management, trust services, and estate planning sectors.Used mainly in securities analysis, trading, and technical market analysis.

The main difference between Ctfa Salary and CFTe Salary lies in their focus areas: Ctfa professionals specialize in trust and estate management, while CFTe holders focus on technical analysis of financial markets. Both roles require specific certifications and are employed in different segments of the financial industry, making their salaries vary based on industry demand and expertise.

What professions make $500,000 a year?

Professions such as surgeons, anesthesiologists, corporate executives, and specialized attorneys can earn $500,000 or more annually. These roles typically require advanced education, extensive experience, and often involve high levels of responsibility and skill in their respective fields.

Is the CTFA hard?

The Certified Trust and Financial Advisor (CTFA) designation is considered challenging due to its comprehensive exam covering trust, estate, and financial planning topics. It requires significant study, understanding of complex financial concepts, and adherence to ethical standards, but many find it manageable with proper preparation. Success depends on prior experience and dedication to studying the material.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills. High earnings are often associated with successful advisors working in affluent markets, earning commissions, or managing large portfolios. Achieving this level typically requires certifications like the CFP and a proven track record of client growth and retention.
More about Ctfa Salary jobs
What cities are hiring for Ctfa Salary jobs? Cities with the most Ctfa Salary job openings:
What states have the most Ctfa Salary jobs? States with the most job openings for Ctfa Salary jobs include:
What job categories do people searching Ctfa Salary jobs look for? The top searched job categories for Ctfa Salary jobs are:
Ctfa Salary jobs near you
Infographic showing various Ctfa Salary job openings in the United States as of July 2026, with employment types broken down into 7% As Needed, 2% Full Time, and 91% Contract. Highlights an 94% Physical, 4% Hybrid, and 2% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.
Client Advisor - 399697

Client Advisor - 399697

Atrium

Seattle, WA • On-site

Other

Posted 13 hours ago

Atrium Health rating

7.6

Company rating: 7.6 out of 10

Based on 627 frontline employees who took The Breakroom Quiz

188th of 890 rated healthcare providers

Job description

Client Overview
Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They provide customized investment, wealth planning, and family office services with a focus on long-term relationships, discretion, and exceptional client service. Their Seattle office is a small, collaborative team environment where each professional plays a meaningful role in client relationships and overall office success. They are currently seeking a Client Advisor.
Salary/Hourly Rate
$150k + bonus + profit sharing
Position Overview
The Client Advisor will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. This role works closely with the Senior Client Advisor and Regional Director to ensure clients receive timely, accurate, and thoughtful guidance on their financial needs.This opportunity is ideal for a client-facing financial services professional who enjoys working in a small-office environment and is ready to take on meaningful responsibility while supporting long-term client relationships.
Responsibilities Of The Client Advisor
  • Communicate regularly with clients and advisors, providing timely and thorough responses to inquiries.
  • Attend client meetings, document discussions, and coordinate follow-up actions.
  • Prepare and oversee client meeting materials, including customized reports and presentations.
  • Maintain accurate client records and communications within Salesforce.
  • Manage account opening and closing processes and review related documentation for accuracy and completeness.
  • Monitor account transactions, reporting, and administrative activities.
  • Review wills, trusts, and governing documents to ensure proper account administration and establish automated reminders for key actions.
  • Coordinate with fiduciary counsel to ensure trust and account administration complies with governing documents.
  • Prepare Annual Relationship Reviews and ensure accounts remain compliant with regulatory requirements.
Required Experience/Skills For The Client Advisor
  • Strong client service orientation with the ability to build trust and rapport.
  • Excellent writing and presentation skills.
  • Demonstrated leadership and teamwork qualities.
  • Ability to organize and complete multiple tasks accurately while meeting deadlines.
  • Series 7 and Series 63 licenses preferred, along with two years of Cannon Trust School or equivalent. 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
  • Experience working with high-net-worth individuals, families, or institutional clients.
  • Professional certifications such as CTFA, CFP, or CFA.
  • Experience within a private wealth management or investment advisory environment.
Education Requirements
  • Bachelor's degree in a relevant field required.
  • Master's degree preferred.
Benefits
  • Competitive benefits package offered.

What Atrium Health employees say

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About Atrium Health

Sourced by ZipRecruiter

Atrium Health is one of the nation's leading healthcare organizations, connecting patients with on-demand care, world-class specialists and the region's largest primary care network. A recognized leader in healthcare delivery, quality and innovation, our foundation rests on providing clinically excellent and compassionate care. We've been serving our community since 1940, when we opened our doors as Charlotte Memorial Hospital. Since then, our network has grown to include more than 40 hospitals and 900 care locations ranging from doctors' offices to behavioral health centers to nursing homes. Our focus: Delivering the highest quality patient care, supporting medical research and education, and joining with partners outside our walls to keep our community healthy.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1940

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