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Ctfa Jobs in Ohio (NOW HIRING)

Robert W Baird & Co

Trust Strategist

Cincinnati, OH

$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 ...

NAMSA

Microbiology Technologist

Northwood, OH

... 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 ...

NAMSA

Microbiology Technologist

Northwood, OH

... 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 ...

Midwest Trust Company

Trust Officer

Westerville, OH · On-site

Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...

Robert W Baird & Co

Sr. Trust Officer

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 ...

NAMSA

Microbiology Technologist

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 ...

NAMSA

Microbiology Technologist

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 ...

Robert W Baird & Co

Sr. Trust Officer

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 ...

Fifth Third Bank

Fiduciary Account Specialist

Cincinnati, OH · On-site

$18.25 - $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 ...

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All JobsCtfa JobsCtfa Jobs in Ohio

Ctfa information

See Ohio salary details

$37.6K

$83.4K

$116.9K

How much do ctfa jobs pay per year?

As of Aug 14, 2026, the average yearly pay for ctfa in Ohio is $83,355.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,400.00 and $102,200.00 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 Ohio?

For Ctfa jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Ctfa jobs in Ohio look for?

The top searched job categories for Ctfa jobs in Ohio are:

Ctfa jobs near you
Infographic showing various Ctfa job openings in Ohio as of August 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 92% Physical, 6% Hybrid, and 2% Remote job distribution, with an average salary of $83,355 per year, or $40.1 per hour.

Trust Strategist

Robert W Baird & Co

Cincinnati, OH

$116K - $150K/yr

Full-time

Posted 21 days ago

Job description

About the Role:

As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary matters, and serve as a thought leader for Baird Financial Advisors, Market Directors, and other PWM associates. You will join a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership, with opportunities to work side by side with the best in the business and the support and flexibility to grow and be your best at work, at home, and in the community.

The Impact You'll Make:

  • Review trust agreements, amendments, restatements, last will and testaments, codicils and other estate planning documents for legal accuracy, trustee powers and administrative provisions, fiduciary responsibilities, risk exposure, tax-sensitivity guidelines, directed trust language, distribution responsibilities, and other pertinent corporate trustee acceptance standards
  • Partner with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base
  • Make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars
  • Assist Trust Counsel and Baird Trust associates with trust and estate matters as needed
  • Participate in Trust Company projects and/or introduction of new initiatives, systems, products/services and processes

What You'll Bring to Baird:

  • 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 diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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