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
• Institutional Investment Consultant
• Institutional Client Services 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.

Institutional Investment Consultant

Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that delivers risk-appropriate, globally diversified, and tax-managed investment strategies under a fiduciary standard of care. Founded in 1999 and based in Irvine, California, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission, serving individuals, trusts, corporations, non-profits, and public and private institutions. The firm manages a wide range of accounts, including IRAs, 401(k)s, 403(b)s, profit-sharing plans, pensions, and endowments, and facilitates IRA rollovers. As a holistic financial partner, IFA provides personalized portfolio guidance and comprehensive wealth services to support clients through all life and retirement stages. IFA follows a disciplined, quantitative investment approach rooted in Fama-French research and decades of index portfolio data, emphasizing broad diversification and refined passive trading techniques.

Role Description

The Institutional Investment Consultant is a full-time remote role based in the Philadelphia area. This role focuses on providing institutional clients with objective, data-driven investment consulting services aligned with IFA’s fiduciary standards and evidence-based strategies. Day-to-day responsibilities include analyzing institutional portfolios, developing and presenting investment policy recommendations, and designing risk-appropriate, globally diversified, and tax-managed investment solutions. The consultant collaborates with internal teams to prepare proposals, performance reports, and educational materials, and meets with institutional stakeholders to communicate strategy, performance, and ongoing recommendations. The role also involves maintaining strong client relationships, responding to inquiries, supporting plan design and monitoring, and staying current on market developments, regulatory changes, and best practices in institutional investment management.

• Candidates should possess strong Finance and Investments knowledge, including familiarity with institutional investment strategies and evidence-based portfolio design.
• Candidates should possess skills in Financial Planning and Investment Strategies, with the ability to align institutional objectives, risk profiles, and policy guidelines.
• Candidates should possess robust Customer Service skills, with a focus on building long-term institutional relationships and delivering clear, professional communication.
• Bachelor’s degree in finance, Economics, Business, or a related field; advanced credentials such as CFA or CFP are highly beneficial.
• Experience working with institutional clients (e.g., retirement plans, endowments, foundations) and knowledge of ERISA and relevant regulations is preferred.
• Strong analytical, quantitative, and Excel skills, with the ability to interpret performance data and prepare client-ready reports and presentations.
• Demonstrated ability to work collaboratively in a hybrid environment, manage multiple engagements, and maintain high ethical and professional standards.

What We Offer

• Competitive compensation based on experience
• Medical, dental, and vision insurance
• 401(k) with company matching
• Life and disability insurance

Salary Information

• $150,000 annual salary plus commission

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

Institutional Client Services Representative

Index Fund Advisors, Inc. (IFA) is a privately held, SEC-registered investment adviser located in Irvine, California. IFA manages approximately $7 billion in assets under management, employs more than 50 employees, and is solely owned by its founder and CEO.

Role Description

IFA is seeking accomplished client-service professionals to support our institutional relationships and deliver the responsive, detail-oriented service our clients expect.
This position is well suited for someone who communicates confidently, develops strong professional relationships and takes ownership of every client interaction.

Key Responsibilities

• Serve as a primary service contact for institutional clients
• Respond promptly and professionally to client requests
• Coordinate account documentation, reporting and service activities
• Work closely with advisors, custodians and internal departments
• Prepare materials for client meetings and presentations
• Maintain accurate records and follow established compliance procedures
• Anticipate client needs and ensure timely follow-through

Ideal Qualifications

• Experience in institutional client service, investment management, wealth management or financial services
• Excellent written and verbal communication skills
• Strong organizational skills and careful attention to detail
• Ability to manage multiple priorities and meet deadlines
• Professional judgment, discretion and a client-first mindset
• Familiarity with investment accounts, custodial platforms or portfolio reporting is preferred
• Bachelor’s degree or equivalent professional experience

Why Join IFA?

IFA has helped investors pursue a disciplined, evidence-based approach to investing since 1999. You will join an experienced team committed to fiduciary care, investor education and exceptional client service.

Compensation and Benefits

• $90,000 annual salary
• Medical, dental, and vision insurance
• Paid vacation and holidays
• 401(k) with company match

Candidates throughout the United States are encouraged to apply.

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