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Ctfa Jobs in California (NOW HIRING)

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $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

Newport Beach, CA · On-site

$65K - $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 ...

Mechanics Bank

Sr. Trust Officer - Market Lead

Irvine, CA · On-site

$170 - $260/hr

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 ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $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 ...

Wilmington Trust

Wealth Market Manager

Los Angeles, CA

$182K - $339K/yr

... CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this ...

M&T Bank

Wealth Market Manager

Los Angeles, CA · On-site

$182K - $339K/yr

... CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this ...

M&T Bank

Wealth Market Manager

Los Angeles, CA · On-site

$182K - $339K/yr

... CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this ...

BANK OF MARIN

Trust Officer

Novato, CA · On-site

$99K - $146K/yr

CTFA (Certified Trust and Fiduciary Advisor) designation. * Additional professional certifications such as CFP ® , CFA ® , CPA, or JD. * Business development experience and an established ...

PRIMALLY PURE LLC

Technical Product Developer

Murrieta, CA · On-site

$90K - $100K/yr

Knowledge of rules and regulations (FDA, CTFA, PCPC) for formulation. * Strong knowledge in the aspects of Compounding, Production, Regulatory, and Quality. * Formulation experience in developing ...

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Ctfa information

See California salary details

$39K

$86.5K

$121.4K

How much do ctfa jobs pay per year?

As of Aug 12, 2026, the average yearly pay for ctfa in California is $86,530.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,100.00 and $106,100.00 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.

What are the most commonly searched types of Ctfa jobs in California? The most popular types of Ctfa jobs in California are:
What are popular job titles related to Ctfa jobs in California? For Ctfa jobs in California, the most frequently searched job titles are:
What job categories do people searching Ctfa jobs in California look for? The top searched job categories for Ctfa jobs in California are:
What cities in California are hiring for Ctfa jobs? Cities in California with the most Ctfa job openings:
Ctfa jobs near you
Infographic showing various Ctfa job openings in California as of August 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Temporary. Highlights an 92% Physical, 6% Hybrid, and 2% Remote job distribution, with an average salary of $86,530 per year, or $41.6 per hour.

Sr. Trust Officer - Market Lead

Mechanics Bank

Irvine, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Mechanics Bank rating

5.9

Company rating: 5.9 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

157th of 171 rated banks

Job description

Mechanics Bank is currently searching for a Sr. Trust Officer - Market Leader to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site.
The Sr. Trust Officer - Market Leader, under limited supervision, administers larger and more complex accounts, including, but not limited to trust, investment management, agent for trustee, custody, and related accounts, which may include business interests, complex family issues, litigation, estate planning, and advanced tax considerations. Maintains an appropriate balance between mitigating risks and meeting the needs of clients. Represents and promotes the Bank with all trust-related parties including clients, beneficiaries, attorneys, CPAs, and other professional advisors. Provides leadership and guidance to Trust Officers and support staff. Owns the assigned sales goal for the region and implements market specific sales strategy to ensure new revenue goals are met. Duty to retain business and develop existing relationships. Sets the standard for service execution and guides the team on the culture of Wealth Management. Attends industry events and represents the department to enhance the reputation of the Bank to expand new business opportunities.
What you will do:
  • Proactively administers and manages activities for assigned trust, investment management, agent for trustee and custody accounts, adhering to the terms of the governing documents. Accurately interpret and apply provisions of governing documents consistent with applicable statutes and regulations. Manages all tax and legal activities related to assigned accounts.
  • Proactively administers and manages activities for assigned trust, investment management, agent for trustee and custody accounts, adhering to the terms of the governing documents. Accurately interpret and apply provisions of governing documents consistent with applicable statutes and regulations. Manages all tax and legal activities related to assigned accounts.
  • Coordinates the receipt, valuation, review, custody, and disposition of account assets. Obtains, reviews, and maintains appropriate account documentation according to internal procedures and regulatory requirements.
  • Authorizes discretionary and non-discretionary payments and gathers appropriate backup documentation.
  • Serves on various internal fiduciary/governance committees and project teams as assigned, such as new account acceptance, discretionary review and trust administrative committee to review and create tasks in line with internal procedures and follow through with resolution of actions.
  • Communicates with clients, beneficiaries, care managers, attorneys, CPAs, portfolio managers and other professionals to resolve problems and concerns with accounts.
  • Strong emphasis on cultivating relationships with clients, beneficiaries, internal partners, attorneys, CPAs, and other centers of influence to encourage referral opportunities with a view to new business.
  • Represents and promotes the Bank in civic and community groups and events to enhance the reputation of the Bank and expand new business opportunities.
  • Travel - 10-20 %.

Who you are:
  • 4 Year Bachelor's Degree in Business Administration, Finance or a related field preferred.
  • Graduate Degree preferred.
  • 10 years minimum of Trust Administration required Required.
  • 3 years minimum of Leadership required.
  • 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) or JD preferred.
  • Ability to analyze and interpret legal, investment, and tax documents working effectively with internal and external advisors.
  • Effective interpersonal relationship skills and effective communication skills.
  • Knowledge of fiduciary and individual income tax laws.
  • Knowledge of gift, estate and generation-skipping transfer tax laws and concepts and ability to evaluate estate planning documents.
  • Ability to communicate with people from various socio-economic and education levels.
  • Excellent mediation skills.
  • Proactive approach to problem solving and ability to identify and act on potential liability issues.
  • Strong computer skills including the ability to utilize specialized trust administration software.
  • Ability to grow client base and generate revenue.

ADA Requirements:
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
  • The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision.
  • The noise level in the work environment is usually moderate.

#LI-HJ1
Pay Range: $170,000 - $260,000 annually
AIP Bonus up to 25%
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
  • Medical, prescription, dental, and vision coverage for employees and their eligible family members
  • Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
  • Health Savings Account with employer contribution
  • Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
  • 401(k) and Roth 401(k) with company contribution
  • 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
  • Supplemental Health plans, Voluntary Legal and Identity Theft Services
  • 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
  • Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
  • Please view Equal Employment Opportunity Posters provided by OFCCP here.
  • To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
    California Privacy Policy for Prospective Employees | Mechanics Bank

[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

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