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
• Entry-Level Portfolio Analyst

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.

Entry-Level Portfolio Analyst

Index Fund Advisors (IFA) is a fee-only, independent Registered Investment Advisor (RIA) and fiduciary dedicated to providing comprehensive wealth management solutions. We specialize in designing and managing risk-appropriate, tax-managed, and risk-return-optimized portfolios built exclusively with index funds. Our mission is to help clients achieve their financial goals through evidence-based investing, transparency, and disciplined portfolio management.

Position Overview

This entry-level role offers an excellent opportunity for a motivated individual to begin a career in portfolio management and investment operations. The Portfolio Analyst will provide operational and investment support to IFA’s Wealth Advisors and work closely with the Senior Portfolio Manager to ensure accuracy, efficiency, and superior client service.

The ideal candidate thrives in a fast-paced, evolving environment, enjoys tackling complex problems, and is eager to develop a strong foundation in the principles of passive investing and modern portfolio theory.

Key Responsibilities

• Respond to Wealth Advisor and Client Service Specialist inquiries promptly and accurately.
• Verify the accuracy of prior-day trades, ensuring all trade details are correct and compliant.
• Execute daily investment of client deposits and raise cash for monthly withdrawals according to client portfolio specifications.
• Complete assigned trading tasks in alignment with IFA’s investment policies and client objectives.
• Assist in portfolio monitoring, account setup, and investment of new client accounts.

Reporting & Reconciliation

• Reconcile data between custodians and internal systems.
• Run portfolio and performance reports as needed.
• Support operational efficiency through meticulous document filing and administrative organization

Skills & Knowledge

• Basic understanding of financial markets, including mutual funds, equities, and fixed income.
• Strong administrative and organizational skills with keen attention to detail.
• Proficiency with Microsoft Excel and Microsoft Office Suite; familiarity with financial software is a plus.
• Ability to multi-task, prioritize responsibilities, and work collaboratively in a team setting.

Minimum Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Demonstrated interest in financial markets and investment theory.
• Strong communication skills (both verbal and written).

Preferred Qualifications

• Internship or prior experience in investment operations, trading, or financial analysis.
• Working knowledge of custodial platforms (e.g., Schwab and Fidelity) preferred but not mandatory.

Compensation & Benefits

Pay Range: $65,000.00 - $70,000.00 per year

• Competitive salary
• Medical, dental, and vision insurance
• Paid vacation and holidays
• 401(k) with company match
• Ongoing training and professional development opportunities

You May Be a Good Fit If...

• You are adaptable to a constantly changing environment.
• You embrace new challenges and enjoy solving complex problems.
• You are detail-oriented, analytical, and committed to excellence.

Please submit resume to Peter Broekelschen , Senior Portfolio Manager.