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Ctfa Jobs in Florida (NOW HIRING)

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 · 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 ...

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 ...

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 ...

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

Fifth Third

Fiduciary Account Specialist

Orlando, FL · On-site

$17.75 - $24.25/hr

Bachelor's degree preferred; willingness to work toward professional certifications required (CTFA and others). * 3-5 years fiduciary administrative advisory/support experience. * Knowledge of or ...

Bank of America

Private Client Advisor II

Miami, FL · On-site

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

Bank of America

Private Client Advisor II

Miami, FL · On-site

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

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$29.5K

$65.5K

$91.9K

How much do ctfa jobs pay per year?

As of Aug 3, 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 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.

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 July 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $65,521 per year, or $31.5 per hour.

Relationship Manager - Trust Administrator - Coral Gables Trust Company

Coral Gables Trust Company

Coral Gables, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Due to our continued growth, we are hiring for two Trust Administrator | Relationship Manager positions at our Coral Gables office.

Primary Responsibilities of Trust Administrator | Relationship Manager

  1. Serves as a critical internal and external bridge, connecting clients with various organizational service areas including Tax and Financial Planning, Investments, Legacy Planning, and Philanthropic Advisory while coordinating comprehensive financial solutions. Their core responsibility is to develop and sustain robust client relationships through proactive communication and strategic, integrated service delivery across multiple financial domains.
  2. Works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.
  3. Responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.

Qualifications

  1. At least five years of trust administration experience , along with industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
  2. A bachelor's degree in a relevant field is required, with a preference for a master's degree, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
  3. Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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