ZipRecruiter

Log In

1

Ctfa Jobs in Minnesota (NOW HIRING)

Trust Point Inc.

Wealth Strategist

Minneapolis, MN · On-site

$126K - $163K/yr

Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point * A strong, stable, century-old firm with a modern Family Office offering * Culture built on integrity ...

Trust Point Inc.

Wealth Strategist

Minneapolis, MN · On-site

$126K - $163K/yr

... CFP, CTFA) - or pathway/commitment to earn themWhy Trust PointA strong, stable, century-old firm with a modern Family Office offeringCulture built on integrity, mentorship, and professional ...

UMB Financial

Trust Officer

Minneapolis, MN · On-site

$81K - $120K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation PREFERRED: * One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ...

UMB Financial

Trust Officer Sr

Minneapolis, MN

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation PREFERRED: * One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ...

UMB Financial

Trust Officer Sr

Minneapolis, MN

$117K - $173K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation PREFERRED: * One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ...

UMB Financial

Trust Officer

Big Lake, MN · On-site

$81K - $120K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation PREFERRED: * One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ...

U.S. Bank

WM Trust Officer 3

Minneapolis, MN · On-site

$86K - $105K/yr

... a CTFA or a CFP If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

US Bank

WM Trust Officer 3

Minneapolis, MN

$86K - $105K/yr

... a CTFA or a CFP If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

US Bank

PWM Wealth Strategist

Minneapolis, MN

$159K - $188K/yr

JD, CPA, CTFA, CFP and/or advanced degree * Effective verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring ...

All JobsCtfa JobsCtfa Jobs in Minnesota

Ctfa information

See Minnesota salary details

$38.7K

$85.9K

$120.5K

How much do ctfa jobs pay per year?

As of Aug 7, 2026, the average yearly pay for ctfa in Minnesota is $85,873.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,500.00 and $105,300.00 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 popular job titles related to Ctfa jobs in Minnesota? For Ctfa jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Ctfa jobs in Minnesota look for? The top searched job categories for Ctfa jobs in Minnesota are:
Ctfa jobs near you
Infographic showing various Ctfa job openings in Minnesota as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 3% Hybrid, and 11% Remote job distribution, with an average salary of $85,873 per year, or $41.3 per hour.

Wealth Strategist

Trust Point Inc.

Minneapolis, MN • On-site

$126K - $163K/yr

Full-time

Re-posted 26 days ago

Job description

Join a firm built on stewardship, trust, and 100+ years of financial excellence.
At Trust Point Inc., your work shapes legacies. As a Wealth Strategist on our Family Office team, you become a trusted partner to individuals, families, and privately held businesses seeking thoughtful, long-view financial guidance. You won't be selling - you'll be advising, designing strategy, and guiding clients through complex decisions that matter. Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Minneapolis is adding a Wealth Strategist to our Family Office division.
Why This Role Matters
You will sit at the center of client relationships, helping clients navigate wealth transitions, estate planning, tax strategies, investment conversations, and multi-generational planning. Your insights will directly influence family futures - and you'll do this within a culture grounded in professionalism, collaboration, and genuine care.
What You'll Do
  • Act as the primary relationship manager for affluent families and businesses
  • Lead client communication, investment reviews, and planning conversations
  • Develop customized wealth strategies integrating estate, tax, and investment insights
  • Serve as the liaison between clients and internal teams (investments, trust, tax, operations)
  • Maintain regulatory compliance and uphold fiduciary excellence
  • Resolve account issues proactively with professionalism and attention to detail

What You Bring
  • Bachelor's in Business, Accounting, Finance (or related) preferred
  • 5+ years in a financial, trust, or advisory environment
  • Strong analytical and problem-solving skills
  • Exceptional communication and client-service ability
  • Experience with CRM and planning/financial analysis tools
  • Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them

Why Trust Point
  • A strong, stable, century-old firm with a modern Family Office offering
  • Culture built on integrity, mentorship, and professional growth
  • Support for advanced credentials
  • Work-life balance and a collaborative team
  • The chance to do meaningful planning, not product pushing
  • Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!

Learn more about our culture here:
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results

Apply