Trust Officer
Waco, TX · On-site
CTFA (Certified Trust and Fiduciary Advisor), CFP, or related certification highly preferred. * Experience: Minimum of 7 years of experience in trust administration, estate planning, or private ...
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Trust Officer
Waco, TX · On-site
CTFA (Certified Trust and Fiduciary Advisor), CFP, or related certification highly preferred. * Experience: Minimum of 7 years of experience in trust administration, estate planning, or private ...
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Houston, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Houston, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Fort Worth, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Fort Worth, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Fort Worth, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Fort Worth, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor III
Fort Worth, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor III
Fort Worth, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Postoak, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Postoak, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Dallas, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor II
Dallas, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor III
Fort Worth, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Trust Advisor III
Fort Worth, TX · On-site
CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical ...
Wealth Advisor I
Mason, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
New
Wealth Advisor I
Mason, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
New
Financial Advisor III
Plano, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA * Master's Degree in Business, Economics, or related discipline Frost Benefits: At Frost ...
Financial Advisor III
Plano, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA * Master's Degree in Business, Economics, or related discipline Frost Benefits: At Frost ...
Wealth Advisor I
Katy, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
New
Wealth Advisor I
Katy, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
New
Wealth Advisor II
Midland, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Wealth Advisor II
Midland, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Senior Trust Officer
Dallas, TX · On-site
CTFA (Certified Trust Financial Advisor) Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also ...
Senior Trust Officer
Dallas, TX · On-site
CTFA (Certified Trust Financial Advisor) Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also ...
Wealth Advisor II
Friendswood, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Wealth Advisor II
Friendswood, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Financial Advisor III
Dallas, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA * Master's Degree in Business, Economics, or related discipline Frost Benefits: At Frost ...
Financial Advisor III
Dallas, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA * Master's Degree in Business, Economics, or related discipline Frost Benefits: At Frost ...
Wealth Advisor I
Jersey Village, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Wealth Advisor I
Jersey Village, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Wealth Advisor II
Midland, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Wealth Advisor II
Midland, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Trust Relationship Manager
Houston, TX · On-site
CTFA or other fiduciary or financial planning credentials highly preferred. * Minimum 6 years in fiduciary relationship management, trust administration, or wealth management with demonstrated ...
Trust Relationship Manager
Houston, TX · On-site
CTFA or other fiduciary or financial planning credentials highly preferred. * Minimum 6 years in fiduciary relationship management, trust administration, or wealth management with demonstrated ...
Wealth Advisor II
Friendswood, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Wealth Advisor II
Friendswood, TX · On-site
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits: At Frost, we care about your health, your family, and your future and ...
Ctfa information
See Texas salary details
$36.8K - $43.9K
3% of jobs
$43.9K - $50.9K
6% of jobs
$50.9K - $58K
2% of jobs
$58K - $65.1K
5% of jobs
$67.7K is the 25th percentile. Wages below this are outliers.
$65.1K - $72.2K
22% of jobs
The median wage is $78.3K / yr.
$72.2K - $79.2K
13% of jobs
$79.2K - $86.3K
11% of jobs
$86.3K - $93.4K
10% of jobs
$96.2K is the 75th percentile. Wages above this are outliers.
$93.4K - $100.4K
8% of jobs
$100.4K - $107.5K
8% of jobs
$107.5K - $114.6K
13% of jobs
$36.8K
$81.7K
$114.6K
How much do ctfa jobs pay per year?
As of Aug 12, 2026, the average yearly pay for ctfa in Texas is $81,685.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,100.00 and $100,200.00 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 Texas? For Ctfa jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Ctfa jobs in Texas look for? The top searched job categories for Ctfa jobs in Texas are:
What cities in Texas are hiring for Ctfa jobs? Cities in Texas with the most Ctfa job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 29 days ago
Job description
Summary:
Extraco Banks is seeking an experienced Trust Officer to join our Wealth and Trust Division in Waco, Texas. The Trust Officer is responsible for the administration, oversight, and strategic management of a portfolio of complex trust and estate accounts. This individual will serve as the primary advisor to high net-worth clients and their families, providing expert guidance on trust administration, estate planning, fiduciary responsibilities, and wealth transfer strategies. The role also involves collaborating with internal teams and external advisors to deliver comprehensive wealth management experience to clients and prospects. This is an opportunity to work with a team of highly skilled professionals in the wealth management industry in a collaborative and supportive work environment
Responsibilities:
- Trust Administration:
Manage a book of trust and fiduciary accounts, ensuring compliance with governing documents,
applicable laws, and fiduciary standards. Interpret and apply trust and estate planning documents
such as wills, revocable/irrevocable trusts, and generation-skipping trusts.
- Client Relationship Management:
Serve as the primary point of contact for assigned clients, building long-term relationships based on
trust and expertise. Proactively identify clients' needs and recommend appropriate fiduciaries,
investments, and wealth planning solutions.
- Estate and Wealth Planning:
Advise clients and beneficiaries on estate and wealth transfer strategies in collaboration with legal,
tax, and investment professionals. Stay current on changes in trust and estate laws, tax regulations,
and fiduciary best practices.
- Risk Management & Compliance:
Ensure that trust accounts are administered in accordance with applicable laws, company policies, and regulatory requirements. Participate in audits, risk reviews and compliance processes as needed.
- Relationship Building & Collaboration:
Work closely with investment officers, financial planners, private bankers, commercial bankers, tax
advisors, and legal counsel to provide holistic wealth management services. Create a network of
internal and external partners with aligned goals of building long-term relationships and providing
specialized solutions.
Qualifications:
- Education: Bachelor's degree required; advanced degree (JD, MBA, or similar) preferred.
- Certifications: CTFA (Certified Trust and Fiduciary Advisor), CFP, or related certification highly preferred.
- Experience: Minimum of 7 years of experience in trust administration, estate planning, or private wealth management
- Skills: Deep knowledge of fiduciary principles, estate planning, tax law, and financial instruments. Exceptional interpersonal and communication skills. Ability to handle sensitive client relationships with discretion and professionals.
Required Attributes:
- Proven ability to grow and retain client relationships.
- Experience working with ultra high-net-worth individuals and family offices.
- Knowledgeable in estate planning law.
- Familiarity with trust accounting systems.
Excellent benefits and competitive compensation.
About Extraco Banks
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Waco, TX, US
Year founded
1902