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Ctfa Jobs (NOW HIRING)

Superior National Bank

Trust Officer

Hancock, MI · On-site

CTFA and/or CFP preferred but not required. Three or more years of experience in a Trust & Wealth Management or banking environment preferred. Motivated self-starter with strong organizational and ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

A Bachelor's degree is required, while a JD, CFP ® , and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally ...

Midlandsb

Trust Officer

Saint Louis, MO · On-site

$89K - $119K/yr

If not holding a JD then CTFA (Certified Trust and Fiduciary Advisor) certification, or CTFA pending with 20 years industry experience. * 3-5 years experience in financial services, preferably in a ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

A Bachelor's degree is required, while a JD, CFP ® , and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Willingness to continue education (CTFA, CFP, MBA) DESIRED EXPERIENCE * Understanding of trust accounting and/or estate planning concepts preferred but not essential * Superior skills and experience ...

Mechanics Bank

Sr. Trust Officer - Market Lead

Irvine, CA · On-site

$200 - $250/hr

Licensing and Certifications CTFA or JD preferred, Notary license may need to be obtained. * Additional experience may be considered in lieu of degree. * Certified Trust and Fiduciary Advisor (CTFA ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

CTFA (Certified Trust and Financial Advisor) or Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment required. Strong interpersonal skills.

Robert W Baird & Co

Trust Strategist

Milwaukee, WI · On-site

$119K - $154K/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 ...

Robert W Baird & Co

Trust Strategist

Nashville, TN · On-site

$117K - $151K/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 ...

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Ctfa information

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$39.5K

$87.7K

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How much do ctfa jobs pay per year?

As of Sep 7, 2026, the average yearly pay for ctfa in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 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.
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Ctfa jobs near you
Infographic showing various Ctfa job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Senior Director of Trust and Advisory Services

MRINetwork Jobs

Chicago, IL • On-site

Full-time

Re-posted 15 days ago

Job description

Senior Director of Trust and Advisory Services

If you believe growth is more than gathering assets and that relationships, not spreadsheets, drive long-term success, we should talk. Our regional bank is seeking a Senior Director of Trust & Advisory Services to lead the strategy, growth, and performance of its Personal and Corporate Trust businesses while inspiring a team of Trust Officers and Wealth Advisors to achieve exceptional results. This highly visible leadership role will drive asset growth, deepen client relationships, expand centers of influence, and partner across the bank to deliver innovative solutions for high-net-worth and institutional clients.

You'll be responsible for developing sales strategies, coaching high-performing teams, and ensuring the business remains competitive, profitable, and client-focused, because "waiting for referrals to magically appear" isn't much of a growth strategy.

Qualified candidates will bring 12+ years of trust, wealth management, or asset management leadership experience, a proven track record of growing assets and leading teams, and a passion for building meaningful client relationships. Professional designations such as CFP and CTFA, along with a JD, are highly valued. If you enjoy winning business, developing talented advisors, and turning opportunities into lifelong client relationships, you may have just found your home.

To learn more about our organization please visit us at www.westportone.com

To apply for this position, submit your resume by choosing one of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) 
  • Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/DTAWI in the subject line. 
  • NO CALLS PLEASE