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Ctfa Jobs in California (NOW HIRING)

Northern Trust

Private Wealth Director

Los Angeles, CA

$236K - $414K/yr

... CTFA, CFM certificate preferred Series 7 and 63 required Salary Range: $236,555 - 414,115 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits ...

Whittier Trust

SVP-Client Advisor

Menlo Park, CA · On-site

$200K - $260K/yr

Industry certification - CTFA, CFP, CFA, CPA * Advanced degree preferred - JD, MBA DESIRED EXPERIENCE * Minimum ten-fifteen years' experience in a similar role with a successful track record in new ...

Whittier Trust

SVP-Client Advisor

Menlo Park, CA · On-site

$200K - $260K/yr

Industry certification - CTFA, CFP, CFA, CPA * Advanced degree preferred - JD, MBA DESIRED EXPERIENCE * Minimum ten-fifteen years' experience in a similar role with a successful track record in new ...

Boston Private

Fiduciary Manager

San Mateo, CA

Additional educational certifications such as CFP, CTFA preferred. * At least 10 years of experience working directly with settlors and beneficiaries on trust matters. * At least 5 years of ...

Northern Trust

Private Wealth Director

San Diego, CA

$236K - $414K/yr

... CTFA, CFM certificate preferred Series 7 and 63 required Salary Range: $236,555 - 414,115 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits ...

BNY

JD, CTFA, CFP strongly preferred. Complimentary professional designations a plus..BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.Minorities/Females/Individuals with ...

Bank of America

Private Client Advisor II

Los Angeles, CA · On-site

$100K - $275K/yr

CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Business Development * Client Management * Client Solutions Advisory * Prospecting * Wealth Planning * Analytical Thinking * Oral ...

ADP, Inc.

Trust Officer

Montecito, CA · On-site

$118 - $158/hr

Currently holds or is eligible for the CTFA or CFP designation preferred. * Overseeing management of Trust Real Estate assets preferred. Your Responsibilities The essential functions of this role ...

New

Northern Trust Corp

Private Wealth Director

San Diego, CA · On-site

$236.55 - $414.11/hr

... CFP, CPA, CFA, CTFA, CFM certificate preferred • Series 7 and 63 requiredSalary Range:$236,555 - 414,115 USD*Salary range is a good faith estimate of base pay. Northern Trust provides a ...

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All JobsCtfa JobsCtfa Jobs in California

Ctfa information

See California salary details

$39K

$86.5K

$121.4K

How much do ctfa jobs pay per year?

As of Sep 2, 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 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 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 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.

How to become a certified food technologist assistant?

To become a certified food technologist assistant, candidates typically need a high school diploma or equivalent and may pursue relevant certifications such as food safety or sanitation training. Gaining experience in food production or quality control environments can also be beneficial. Certification requirements vary by employer and region but often include completing specific training programs and passing relevant exams.

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 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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $86,530 per year, or $41.6 per hour.

Senior Wealth Advisor, Los Angeles, CA

Wilmington Trust

Los Angeles, CA • On-site

$162K - $270K/yr

Full-time

Re-posted 11 days ago

Job description

Overview:

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.

Primary Responsibilities:
  • Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.
  • Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clients.
  • Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
  • Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions.
  • Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
  • Complete other related duties as assigned.
Scope of Responsibilities:

As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of our existing clients.

Managerial/Supervisory Responsibilities:

None.

Education and Experience Required:

Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment

Proven track record of implementing wealth management strategies

Education and Experience Preferred:

Securities licensing, CFP, CTFA, CPA designation

MBA (Master's degree in Business Administration) or JD (Juris Doctor)

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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $162,100.00 - $270,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationLos Angeles, California, United States of America

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