Minneapolis, MN · On-site
$126K - $163K/yr
Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point * A strong, stable, century-old firm with a modern Family Office offering * Culture built on integrity ...
Quick apply
Minneapolis, MN · On-site
$126K - $163K/yr
Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point * A strong, stable, century-old firm with a modern Family Office offering * Culture built on integrity ...
Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...
Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...
Graduate of Florida Trust School, Cannon Trust School, National Trust School, CTFA designation or JD preferred. The Statements above are intended to describe the general nature and level of work ...
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Graduate of Florida Trust School, Cannon Trust School, National Trust School, CTFA designation or JD preferred. The Statements above are intended to describe the general nature and level of work ...
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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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 ...
Graduate of Florida Trust School, Cannon Trust School, National Trust School, CTFA designation or JD preferred. The Statements above are intended to describe the general nature and level of work ...
Graduate of Florida Trust School, Cannon Trust School, National Trust School, CTFA designation or JD preferred. The Statements above are intended to describe the general nature and level of work ...
Las Vegas, NV · On-site
CTFA or other trust certification desirable * Working knowledge of Microsoft Office and Windows operating environment * Working knowledge of trust accounting and related systems * Proven business ...
Las Vegas, NV · On-site
CTFA or other trust certification desirable * Working knowledge of Microsoft Office and Windows operating environment * Working knowledge of trust accounting and related systems * Proven business ...
Professional designation (CTFA, CFP, CPA, or JD) preferred * Strong knowledge of fiduciary regulations and trust operations * Proven relationship management and business development skills
Professional designation (CTFA, CFP, CPA, or JD) preferred * Strong knowledge of fiduciary regulations and trust operations * Proven relationship management and business development skills
Minneapolis, MN · On-site
$126K - $163K/yr
Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point * A strong, stable, century-old firm with a modern Family Office offering * Culture built on integrity ...
Minneapolis, MN · On-site
$126K - $163K/yr
Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point * A strong, stable, century-old firm with a modern Family Office offering * Culture built on integrity ...
Atlanta, GA · On-site
Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...
Atlanta, GA · On-site
Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...
Advanced certifications such as JD, CTFA, or CFP. * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility, including evenings and ...
Advanced certifications such as JD, CTFA, or CFP. * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility, including evenings and ...
$126K - $163K/yr
Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point * A strong, stable, century-old firm with a modern Family Office offering * Culture built on integrity ...
$126K - $163K/yr
Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment to earn them Why Trust Point * A strong, stable, century-old firm with a modern Family Office offering * Culture built on integrity ...
$140K - $160K/yr
Professional designations such as a Juris Doctor (JD) or Certified Trust and Financial Advisor (CTFA) are highly desirable but not required. * Team Dynamics: Proven ability to manage a diverse team ...
Quick apply
$140K - $160K/yr
Professional designations such as a Juris Doctor (JD) or Certified Trust and Financial Advisor (CTFA) are highly desirable but not required. * Team Dynamics: Proven ability to manage a diverse team ...
Brentwood, TN · On-site
Advanced certifications such as JD, CTFA, or CFP. * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility, including evenings and ...
Brentwood, TN · On-site
Advanced certifications such as JD, CTFA, or CFP. * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility, including evenings and ...
$192K - $356K/yr
... CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this ...
$192K - $356K/yr
... CTFA (Certified Trust and Financial Advisor) or similar certification #LI-LA1 #WT M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this ...
Undergraduate degree is required, and a JD, MBA or CTFA designation is preferred. * Candidates must have excellent communication and presentation skills, negotiate well, show strong initiative and ...
Undergraduate degree is required, and a JD, MBA or CTFA designation is preferred. * Candidates must have excellent communication and presentation skills, negotiate well, show strong initiative and ...
Brentwood, TN · On-site
Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...
Brentwood, TN · On-site
Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...
Chapel Hill, NC · On-site
$69K - $93K/yr
CFP or CTFA designation required * Demonstrated success working with and marketing to high-net-worth clients * Strong communication, interpersonal, and relationship management skills * Proven ability ...
Chapel Hill, NC · On-site
$69K - $93K/yr
CFP or CTFA designation required * Demonstrated success working with and marketing to high-net-worth clients * Strong communication, interpersonal, and relationship management skills * Proven ability ...
Chapel Hill, NC · On-site
$64K - $86K/yr
CFP or CTFA designation required * Demonstrated success working with and marketing to high-net-worth clients * Strong communication, interpersonal, and relationship management skills * Proven ability ...
Chapel Hill, NC · On-site
$64K - $86K/yr
CFP or CTFA designation required * Demonstrated success working with and marketing to high-net-worth clients * Strong communication, interpersonal, and relationship management skills * Proven ability ...
Juris Doctor and/or CTFA with experience in the Special Needs Field preferred. * Knowledge of a variety of Trust concepts, practices, and procedures. * Excellent verbal and written communication ...
Juris Doctor and/or CTFA with experience in the Special Needs Field preferred. * Knowledge of a variety of Trust concepts, practices, and procedures. * Excellent verbal and written communication ...
Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...
Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...
$39.5K - $47.1K
3% of jobs
$47.1K - $54.7K
6% of jobs
$54.7K - $62.3K
2% of jobs
$62.3K - $69.9K
5% of jobs
$72.6K is the 25th percentile. Wages below this are outliers.
$69.9K - $77.5K
22% of jobs
The median wage is $84.1K / yr.
$77.5K - $85K
13% of jobs
$85K - $92.6K
11% of jobs
$92.6K - $100.2K
10% of jobs
$103.2K is the 75th percentile. Wages above this are outliers.
$100.2K - $107.8K
8% of jobs
$107.8K - $115.4K
8% of jobs
$115.4K - $123K
13% of jobs
$39.5K
$87.7K
$123K
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.
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).
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.
$126K - $163K/yr
Full-time
Posted 26 days ago
Join a firm built on stewardship, trust, and 100+ years of financial excellence.
At Trust Point Inc., your work shapes legacies. As a Wealth Strategist on our Family Office team, you become a trusted partner to individuals, families, and privately held businesses seeking thoughtful, long-view financial guidance. You won't be selling - you'll be advising, designing strategy, and guiding clients through complex decisions that matter. Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Minneapolis is adding a Wealth Strategist to our Family Office division.
Why This Role Matters
You will sit at the center of client relationships, helping clients navigate wealth transitions, estate planning, tax strategies, investment conversations, and multi-generational planning. Your insights will directly influence family futures - and you'll do this within a culture grounded in professionalism, collaboration, and genuine care.
What You'll Do
What You Bring
Why Trust Point
Learn more about our culture here: Trust Point Culture Video
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
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Finance and insurance
51 - 200 Employees
La Crosse, WI, US
1913
