Careers at Index Fund Advisors

Index Fund Advisors, Inc. (IFA) is a fee-only investment advisory and wealth management firm founded in 1999, that provides risk-appropriate, globally diversified, passive investment strategies and wealth services to individuals and institutions with a fiduciary standard of care. Headquartered in Irvine, CA, IFA serves over 2,000 clients throughout the country. More About IFA.

Open Job Opportunities:

• Wealth Advisor Representative

Wealth Advisor Representative

Index Fund Advisors (IFA) is expanding rapidly and we are seeking passionate, self-motivated individuals to become Wealth Advisors. As a Wealth Advisor, your role is to deliver personalized investment solutions to individual and institutional client types and help them build secure financial futures through experienced advice, evidence-based investment strategies and extensive investment education. IFA supports all their Wealth Advisors with resources, training and more to help ensure the success of the advisor as well as the success of the client's long-term relationship.

What can an IFA Advisor expect?

• Industry-leading investment strategies on passive index investing supported by a full-suite of wealth service advice
• Company-provided operational and client services support
• Ongoing business development support including corporate lead generation, customized marketing and networking opportunities
• High tech, high-touch corporate environment that is continually innovating
• Unlimited earning potential
• The opportunity to succeed while maintaining a flexible, balanced life
• Competitive benefits

Qualifications

• Ideal candidate has a proven track record of prospecting new financial services clients with a verifiable ability to close business. Candidate must be outgoing, personable, focused and understand that success requires dedication and hard work
• Prior experience as a financial advisor, wealth manager, investment consultant, stockbroker or finance manager is essential. Existing client relationships is preferred.
• Sales experience with a proven track record of success is required.
• Must be driven to sell and continually learn about the benefits of passive investing
• College degree or qualified experience required
• Series 65 required (will assist qualified candidates in obtaining)

Opportunities exist nationwide. CFA and CFP candidates are welcome to apply.

Please submit resume via email to Wes Long , President of Index Fund Advisors.