Cleveland, OH · On-site
$98.10 - $210/hr
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA. * Bachelor's Degree or equivalent business experience in high‑net‑worth trust environment. Minimum Education Requirement High School ...
Cleveland, OH · On-site
$98.10 - $210/hr
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA. * Bachelor's Degree or equivalent business experience in high‑net‑worth trust environment. Minimum Education Requirement High School ...
$116K - $150K/yr
Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting, or Business Administration * 5+ year experience in the trust industry preferred Baird is committed to ...
$116K - $150K/yr
Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting, or Business Administration * 5+ year experience in the trust industry preferred Baird is committed to ...
CFP, CTFA, CPA preferred. * A minimum of five (5) years related experience preferred. * Financial Planning software and capabilities. * Strong personal and sales skills required. * A valid driver ...
New
CFP, CTFA, CPA preferred. * A minimum of five (5) years related experience preferred. * Financial Planning software and capabilities. * Strong personal and sales skills required. * A valid driver ...
New
CFP, CTFA, CPA preferred. 2. A minimum of five (5) years related experience preferred. 3. Financial Planning software and capabilities. 4. Strong personal and sales skills required. 5. A valid driver ...
New
CFP, CTFA, CPA preferred. 2. A minimum of five (5) years related experience preferred. 3. Financial Planning software and capabilities. 4. Strong personal and sales skills required. 5. A valid driver ...
New
Northwood, OH · On-site
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... USP, ISO, CTFA, FSA. Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. Ability to work in GLP/GMP environment Working ...
CFP, CTFA, CPA preferred. 2. A minimum of five (5) years related experience preferred. 3. Financial Planning software and capabilities. 4. Strong personal and sales skills required. 5. A valid driver ...
New
CFP, CTFA, CPA preferred. 2. A minimum of five (5) years related experience preferred. 3. Financial Planning software and capabilities. 4. Strong personal and sales skills required. 5. A valid driver ...
New
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Cincinnati, OH · On-site
CTFA a plus, but not required * JD a plus, but not required #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard ...
Cincinnati, OH · On-site
CTFA a plus, but not required * JD a plus, but not required #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Northwood, OH · On-site
... CTFA, FSA. • Knowledge of metric system, NAMSA GLP and/or GMP testing, scientific applications, experimental design, and data evaluation. • Ability to work in GLP/GMP environment Working ...
Cincinnati, OH · Hybrid
CTFA a plus, but not required * JD a plus, but not required #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard ...
Cincinnati, OH · Hybrid
CTFA a plus, but not required * JD a plus, but not required #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard ...
Fremont, OH · On-site
$100K - $135K/yr
JD, CTFA, CPWA, CIMA, CFA, AEP, or comparable role-relevant credentials are also highly valued depending on the candidate's experience and assigned responsibilities. * Demonstrated ability to develop ...
Quick apply
Fremont, OH · On-site
$100K - $135K/yr
JD, CTFA, CPWA, CIMA, CFA, AEP, or comparable role-relevant credentials are also highly valued depending on the candidate's experience and assigned responsibilities. * Demonstrated ability to develop ...
Fremont, OH · On-site
$55K - $80K/yr
Advanced degree or professional credential such as CFP, CPA, CTFA, CIMA, CFA, JD, CPWA, AEP, or similar role-relevant designation preferred. * Securities licensing is not required for the core Wealth ...
Quick apply
Fremont, OH · On-site
$55K - $80K/yr
Advanced degree or professional credential such as CFP, CPA, CTFA, CIMA, CFA, JD, CPWA, AEP, or similar role-relevant designation preferred. * Securities licensing is not required for the core Wealth ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
Fremont, OH · On-site
$100K - $135K/yr
JD, CTFA, CPWA, CIMA, CFA, AEP, or comparable role-relevant credentials are also highly valued depending on the candidate's experience and assigned responsibilities. * Demonstrated ability to develop ...
Fremont, OH · On-site
$100K - $135K/yr
JD, CTFA, CPWA, CIMA, CFA, AEP, or comparable role-relevant credentials are also highly valued depending on the candidate's experience and assigned responsibilities. * Demonstrated ability to develop ...
Columbus, OH · On-site
$180 - $240/hr
Advanced degrees and professional credentials (e.g., CTFA, JD, CFA, MBA, CPA, ASA, AM, etc) are advantageous. * A minimum of 10 years of experience in trusts & estates, business valuation, investment ...
Columbus, OH · On-site
$180 - $240/hr
Advanced degrees and professional credentials (e.g., CTFA, JD, CFA, MBA, CPA, ASA, AM, etc) are advantageous. * A minimum of 10 years of experience in trusts & estates, business valuation, investment ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
... CTFA Upon Hire CFP Upon Hire FINRA SIE Upon Hire Series 6 Upon Hire Series 7 Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all ...
Fremont, OH · On-site
$100K - $135K/yr
JD, CTFA, CPWA, CIMA, CFA, AEP, or comparable role-relevant credentials are also highly valued depending on the candidate's experience and assigned responsibilities. * Demonstrated ability to develop ...
Fremont, OH · On-site
$100K - $135K/yr
JD, CTFA, CPWA, CIMA, CFA, AEP, or comparable role-relevant credentials are also highly valued depending on the candidate's experience and assigned responsibilities. * Demonstrated ability to develop ...
$37.6K - $44.8K
3% of jobs
$44.8K - $52K
6% of jobs
$52K - $59.2K
2% of jobs
$59.2K - $66.4K
5% of jobs
$69K is the 25th percentile. Wages below this are outliers.
$66.4K - $73.6K
22% of jobs
The median wage is $80K / yr.
$73.6K - $80.9K
13% of jobs
$80.9K - $88.1K
11% of jobs
$88.1K - $95.3K
10% of jobs
$98.1K is the 75th percentile. Wages above this are outliers.
$95.3K - $102.5K
8% of jobs
$102.5K - $109.7K
8% of jobs
$109.7K - $116.9K
13% of jobs
$37.6K
$83.4K
$116.9K
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 Ohio, the most frequently searched job titles are:
The top searched job categories for Ctfa jobs in Ohio are:
$98.10 - $210/hr
Other
PTO
Re-posted 16 days ago
8.2
Based on 529 frontline employees who took The Breakroom Quiz
50th of 171 rated banks
Manage fiduciary and investment management accounts for high‑net‑worth clients and beneficiaries, overseeing administration, business development, and client education.
ResponsibilitiesHigh School Diploma / GED / Secondary School or equivalent.
Location & Working Hours1st shift, United States of America, 40 hours per week. Location: Cleveland, Ohio (1375 E 9TH ST, 1 Cleveland Center).
Pay & BenefitsAnnualized salary: $98,100 - $210,000, determined by experience, education, and skill set. Eligible for annual discretionary incentive plan. Benefits package includes industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Finance and insurance
10,000+ Employees
Charlotte, NC, US
