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Ctfa Jobs in Nevada (NOW HIRING)

CTFA or other trust certification desirable * Working knowledge of Microsoft Office and Windows operating environment * Working knowledge of trust accounting and related systems * Proven business ...

CTFA designation preferred but not required. * Additional fiduciary, estate planning, legal, or wealth management credentials are a plus. What's Offered * Opportunity to join a growing independent ...

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 ...

VP/SVP-Client Advisor

Reno, NV · On-site

$130K - $220K/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 ...

VP/SVP-Client Advisor

Reno, NV · On-site

$130K - $220K/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 ...

Bachelor's degree or equivalent combination of education and experience * MBA, CFP or CTFA preferred. * 5-10 years of trust and/or investment management or relationship management experience with a ...

JD /MBA/CTFA/CFP/CFA). * Technically strong with demonstrated experience with sophisticated trust and asset structures. * Demonstrated experience of providing thoughtful client solutions. * Flexible ...

Progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar Work Authorization Applicants must be authorized to work in the U.S. without the need for employment ...

JD /MBA/CTFA/CFP/CFA). * Technically strong with demonstrated experience with sophisticated trust and asset structures. * Demonstrated experience of providing thoughtful client solutions. * Flexible ...

Sr Relationship Advisor

Las Vegas, NV · On-site

$131K - $131K/yr

Progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar Work Authorization Applicants must be authorized to work in the U.S. without the need for employment ...

Certified Trust and Fiduciary Advisor (CTFA) Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates ...

Certified Trust and Fiduciary Advisor (CTFA) Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates ...

Sr Relationship Advisor

Las Vegas, NV · On-site

$130K - $130K/yr

Progress toward or attainment of professional designations such as CFP, CTFA, JD, MBA, or similar Work Authorization Applicants must be authorized to work in the U.S. without the need for employment ...

Ctfa information

See Nevada salary details

$40.2K

$89.3K

$125.3K

How much do ctfa jobs pay per year?

As of Aug 9, 2026, the average yearly pay for ctfa in Nevada is $89,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,300.00 and $109,500.00 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 Nevada? For Ctfa jobs in Nevada, the most frequently searched job titles are:
Infographic showing various Ctfa job openings in Nevada as of July 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, 4% Hybrid, and 13% Remote job distribution, with an average salary of $89,283 per year, or $42.9 per hour.

Senior Trust Officer (Hybrid)- Reno, NV

FutureRecruit

Reno, NV • Hybrid

$105K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago


Job description

Senior Trust Officer (Hybrid)- Full Time
Location: Reno, NV, 89511
What you'll do:
· Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.
· On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms.
· Apply principals of the Nevada Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts.
· Effectively establish and manage client relationships through interaction with grantors and beneficiaries.
· Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval.
· Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts.
· Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities.
Other duties as required.
Experience you'll need: 
· Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable).
- Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) is strongly preferred.
· 8+ years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele).
· Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred.
· Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions.
· Strong preference for previous experience with ClientPoint, TrustDesk and/or OneSource.
Benefits:
· Medical, dental and vision coverage
· Basic life and long-term disability insurance
· 401(K) with company matching
· Parking (or public transportation reimbursement)
· 4 weeks paid time off (annual accrual)
· 9 paid holidays + 2 paid floating holidays
· Opportunity for growth within the company
-it has a HYBRID office/remote schedule. It is NOT 100% remote, and employees are expected to report to the Reno office on a regular basis. This is a new position due to company growth.

Employment Type: FULL_TIME