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Ctfa Jobs in Florida (NOW HIRING)

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

M&T Bank

Wealth Advisor, Naples, FL

Naples, FL · On-site

$116K - $194K/yr

Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay ...

M&T Bank

Wealth Advisor, Naples, FL

Naples, FL · On-site

$116K - $194K/yr

Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay ...

Wilmington Trust

Wealth Advisor, Naples, FL

Naples, FL

$116K - $194K/yr

Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay ...

Bank of America

Private Client Manager II

Sarasota, FL · On-site

CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Client Management * Client Solutions Advisory * Loan Structuring * Relationship Building * Risk Management * Active Listening * Analytical ...

NewEdge Capital Group LLC

Wealth Strategist

Miami, FL

$116K - $150K/yr

Additional credentials such as JD, CPA, CTFA, or an advanced degree in a related field. * Experience working alongside estate planning attorneys and tax professionals on integrated client strategies.

Bank of America

Senior Trust Officer

Palm Beach, FL · On-site

Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA * Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment Skills: * Business Development * Client Management

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Ctfa information

See Florida salary details

$29.5K

$65.5K

$91.9K

How much do ctfa jobs pay per year?

As of Sep 1, 2026, the average yearly pay for ctfa in Florida is $65,521.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,800.00 and $80,300.00 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 popular job titles related to Ctfa jobs in Florida?

For Ctfa jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Ctfa jobs in Florida look for?

The top searched job categories for Ctfa jobs in Florida are:

What cities in Florida are hiring for Ctfa jobs?

Cities in Florida with the most Ctfa job openings:

Ctfa jobs near you
Infographic showing various Ctfa job openings in Florida 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 $65,521 per year, or $31.5 per hour.

Trust Administrator

SHR LLC

Tampa, FL • On-site

$150K - $175K/yr

Full-time

Medical, PTO

Re-posted 16 days ago

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Job description

Trust Administrator

This position is responsible for developing new trust and investment management business for the bank, primarily focusing on the wealthy and affluent market segment. In addition, the individual will be responsible for overseeing the administrative aspects of all accounts assigned, with particular emphasis where the bank serves in a fiduciary capacity. There may be supervision duties by managing one or more Trust and Wealth Associate in the day-to-day activities associated with this position. In addition, interaction with the Portfolio Managers and Compliance Manager to ensure each client account meets compliance standards of excellence will also be a key component of this job.

EDUCATION &/OR EXPERIENCE

· Bachelor’s degree or equivalent experience

· Experience in financial and/or estate planning, along with trust administration

· Knowledge of financial markets is preferred

· Graduation from trust school and obtaining CTFA certification is a plus

· At least five years experience in the same or similar capacity

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About SHR

Sourced by ZipRecruiter

Industry

Traveler accommodation

Company size

11 - 50 Employees

Headquarters location

Houston, TX, US

Year founded

1987

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