Glencoe, MN · On-site
$100 - $150/hr
Bachelor's degree required; MBA, CFA, or CTFA preferred * 3-5 years of portfolio management experience; trust or fiduciary experience preferred Qualifications: * Strong written, verbal, analytical ...
Glencoe, MN · On-site
$100 - $150/hr
Bachelor's degree required; MBA, CFA, or CTFA preferred * 3-5 years of portfolio management experience; trust or fiduciary experience preferred Qualifications: * Strong written, verbal, analytical ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Bayport, MN · On-site
$65K - $75K/yr
Certifications (Preferred) * CPA, EA, CFP ® , CTFA, or progress toward a professional designation is desirable. Knowledge, Skills, and Abilities * Maintains current understanding of Federal and ...
Bayport, MN · On-site
$65K - $75K/yr
Certifications (Preferred) * CPA, EA, CFP ® , CTFA, or progress toward a professional designation is desirable. Knowledge, Skills, and Abilities * Maintains current understanding of Federal and ...
$65K - $75K/yr
Certifications (Preferred) * CPA, EA, CFP, CTFA, or progress toward a professional designation is desirable. Knowledge, Skills, and Abilities * Maintains current understanding of Federal and State ...
$65K - $75K/yr
Certifications (Preferred) * CPA, EA, CFP, CTFA, or progress toward a professional designation is desirable. Knowledge, Skills, and Abilities * Maintains current understanding of Federal and State ...
FINRA registrations and/or industry designations such as CFA, CFP, CIMA, or CTFA preferred. Job Expectations: * Ability to travel as needed to support clients, team members, and business initiatives.
FINRA registrations and/or industry designations such as CFA, CFP, CIMA, or CTFA preferred. Job Expectations: * Ability to travel as needed to support clients, team members, and business initiatives.
$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 ...
$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 ...
Minneapolis, MN · 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 ...
Minneapolis, MN · 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 ...
Saint Paul, MN · On-site
$17.79/hr
Awareness of applicable guidelines and regulations including, but not limited to USP, ISO, CTFA, FSA. NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation.
Saint Paul, MN · On-site
$17.79/hr
Awareness of applicable guidelines and regulations including, but not limited to USP, ISO, CTFA, FSA. NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation.
Minneapolis, MN · 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 ...
Minneapolis, MN · 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 ...
Minneapolis, MN · On-site
$126K - $154K/yr
CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - Considerable knowledge of estate settlement, income, estate and multi-generational taxation and ...
Minneapolis, MN · On-site
$126K - $154K/yr
CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - Considerable knowledge of estate settlement, income, estate and multi-generational taxation and ...
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.
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.
Saint Paul, MN · On-site
$17.79/hr
... CTFA, FSA. • NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment. Working Conditions: • The physical ...
Saint Paul, MN · On-site
$17.79/hr
... CTFA, FSA. • NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment. Working Conditions: • The physical ...
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 ourdisability accommodations for applicants.
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 ourdisability accommodations for applicants.
Minneapolis, MN · On-site
$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 ...
Minneapolis, MN · On-site
$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 ...
Saint Paul, MN · On-site
$17.79/hr
... CTFA, FSA. • NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment. Working Conditions: • The physical ...
Saint Paul, MN · On-site
$17.79/hr
... CTFA, FSA. • NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment. Working Conditions: • The physical ...
$38.7K - $46.1K
3% of jobs
$46.1K - $53.6K
6% of jobs
$53.6K - $61K
2% of jobs
$61K - $68.4K
5% of jobs
$71.1K is the 25th percentile. Wages below this are outliers.
$68.4K - $75.9K
22% of jobs
The median wage is $82.4K / yr.
$75.9K - $83.3K
13% of jobs
$83.3K - $90.7K
11% of jobs
$90.7K - $98.2K
10% of jobs
$101.1K is the 75th percentile. Wages above this are outliers.
$98.2K - $105.6K
8% of jobs
$105.6K - $113K
8% of jobs
$113K - $120.5K
13% of jobs
$38.7K
$85.9K
$120.5K
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).
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.
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.
For Ctfa jobs in Minnesota, the most frequently searched job titles are:
The top searched job categories for Ctfa jobs in Minnesota are:
Glencoe, MN • On-site
$100 - $150/hr
Other
Posted 9 days ago
Yearly Salary: $100K - $150K, based on experience/knowledge
Security Bank & Trust Co. is seeking a detail-oriented, analytical portfolio manager to take ownership of fiduciary trust account portfolios and serve as a strong communicator and team member. You will manage investments across personal trust, estate, IRA, agency, and custody accounts, research markets and securities, and partner with trust administrators to deliver strategic insight and meet each client's objectives. The ideal candidate brings advanced skills in financial analysis, market research, and investment modeling, applied within a fiduciary standard of care.
Responsibilities:
