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 ...
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 ...
Private Client Manager II
Dallas, TX · On-site
CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Client Management * Client Solutions Advisory * Loan Structuring * Relationship Building * Risk Management * Active Listening * Analytical ...
Private Client Manager II
Dallas, TX · On-site
CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Client Management * Client Solutions Advisory * Loan Structuring * Relationship Building * Risk Management * Active Listening * Analytical ...
CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Client Management * Client Solutions Advisory * Loan Structuring * Relationship Building * Risk Management * Active Listening * Analytical ...
CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: * Client Management * Client Solutions Advisory * Loan Structuring * Relationship Building * Risk Management * Active Listening * Analytical ...
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 ...
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
Austin, 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
Austin, 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 ...
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 ...
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 ...
Professional certifications such as CTFA, CFP, CFA, JD, CPA, or similar credentials * Established network of professional referral sources within the market Our Benefits: At Frost, we care about your ...
Professional certifications such as CTFA, CFP, CFA, JD, CPA, or similar credentials * Established network of professional referral sources within the market Our Benefits: At Frost, we care about your ...
Senior Trust Officer
Dallas, TX · On-site
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA * Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment Skills: * Business Development * Client Management
Senior Trust Officer
Dallas, TX · On-site
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA * Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment Skills: * Business Development * Client Management
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.
Professional certifications such as CTFA, CFP ® , CFA, JD, CPA, or similar credentials * Established network of professional referral sources within the market Our Benefits: At Frost, we care about ...
Professional certifications such as CTFA, CFP ® , CFA, JD, CPA, or similar credentials * Established network of professional referral sources within the market Our Benefits: At Frost, we care about ...
Professional certifications such as CTFA, CFP ® , CFA, JD, CPA, or similar credentials * Established network of professional referral sources within the market Our Benefits: At Frost, we care about ...
Professional certifications such as CTFA, CFP ® , CFA, JD, CPA, or similar credentials * Established network of professional referral sources within the market Our Benefits: At Frost, we care about ...
Senior Trust Officer
Dallas, TX · On-site
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA * Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment Skills: * Business Development * Client Management
Senior Trust Officer
Dallas, TX · On-site
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA * Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment Skills: * Business Development * Client Management
Additional certifications such as the CFA, CTFA or CPA preferred. * This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ...
Additional certifications such as the CFA, CTFA or CPA preferred. * This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ...
... CTFA, CFM or JD a significant plus Skills Used in this Role: • Business development • Prospecting and Qualification • Oral Communication • Investment Products and Solutions • Client team ...
... CTFA, CFM or JD a significant plus Skills Used in this Role: • Business development • Prospecting and Qualification • Oral Communication • Investment Products and Solutions • Client team ...
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.
D or CTFA required * A minimum of 8 years of experience with either a financial institution or in private practice for a law firm focused on estate planning, trust and estate administration, or ...
D or CTFA required * A minimum of 8 years of experience with either a financial institution or in private practice for a law firm focused on estate planning, trust and estate administration, or ...
Certified Trust and Financial Advisor (CTFA) certification a plus. * Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers ...
Certified Trust and Financial Advisor (CTFA) certification a plus. * Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers ...
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.
Certified Trust and Financial Advisor (CTFA) certification a plus. * Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers ...
Certified Trust and Financial Advisor (CTFA) certification a plus. * Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers ...
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 Sep 2, 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 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 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 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.
How to become a certified food technologist assistant?
To become a certified food technologist assistant, candidates typically need a high school diploma or equivalent and may pursue relevant certifications such as food safety or sanitation training. Gaining experience in food production or quality control environments can also be beneficial. Certification requirements vary by employer and region but often include completing specific training programs and passing relevant exams.
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 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 15 days ago
Frost Bank rating
8.7
Based on 30 frontline employees who took The Breakroom Quiz
24th of 174 rated banks
Job description
Job Description
It's about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? If so, the Wealth Advisor III role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Wealth Advisor III, you believe in building a firm financial foundation. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. More than that, this role is about building relationships and doing so with integrity, caring, and excellence.
What you'll do:
Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million
Expand client relationships by recommending tailored investment, insurance, and banking solutions
Meet with clients regularly to review financial plans and client investment portfolio objectives in alignment with compliance and regulations
Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs
Deliver exceptional service and build long-term relationships based on trust and performance
Build relationships across internal teams and within the broader professional community to enhance visibility and drive business growth
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Bachelor's degree in Business, Finance, Economics, or related discipline; or equivalent experience
FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses; or ability to obtain within 120 days of hire
General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain within 120 days of hire
Strong organizational and time management skills
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications
Additional Preferred Skills:
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 strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
What Frost Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Frost
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Antonio, TX, US