Careers at Index Fund Advisors

If you genuinely care about people and making money for investors, then we want to talk to you. Opportunities to excel in financial services exist here allowing representatives to do well by doing good.

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:



President of New Estate Planning Firm & Director of Estate Planning for IFA

Index Fund Advisors (IFA) will be adding estate planning expertise to its service offering and has a unique opportunity for a self-motivated estate planning attorney with an entrepreneurial spirit who is driven to succeed. The chosen candidate will be the founding partner of a boutique estate planning firm located in Irvine, California. In addition, this individual will be the Director of Estate Planning for IFA. In this dual role, the ideal candidate will benefit from a potential base of close to 2,500 IFA clients and be charged with attracting additional clients to the new estate planning entity.

We are looking for an individual who is motivated to capitalize on this arrangement. If you are seeking a ground floor opportunity with tremendous growth prospects that offers unlimited earning potential please contact , Executive Vice President, Director of Advisor Services and Marketing.



Retirement Plan Specialist

Index Fund Advisors (IFA) is expanding our presence in the retirement plan marketplace. We are seeking a self-motivated individual with a demonstrated track record of prospecting and closing retirement plan clients. In this role you will work closely with IFA’s Retirement Services Department to deliver low-cost, passively managed and evidence-based investment strategies with a fiduciary standard of care. IFA utilizes our established relationships with retirement plan record keepers and third-party administrators to assist new and existing retirement plan clients with identifying efficient, cost effective administrative solutions.

What can an IFA Retirement Plan Specialist expect?

  • Industry-leading investment strategies on passive index investing supported by a full-suite of wealth service advice
  • Well established and experienced Retirement Services Department providing operational and client services support
  • Ongoing business development support including customized targeted marketing campaigns.
  • 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 is a self-starter, outgoing, personable, focused and understands that success requires dedication and hard work
  • Prior experience in retirement plan sales with a demonstrated track record of success.
  • 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)

Please submit resume via email to , Director of Wealth Advisor Services.



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 of 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 is outgoing, personable, focused and understands that success requires dedication and hard work
  • Prior experience as a financial advisor, wealth manager, investment consultant, stockbroker or finance manager preferred, but open to exceptional candidates from any field with transferrable skills
  • Sales experience preferred, but not required. Proven track record of success. Must have the ability to prospect and close business
  • 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. Second career, CFA and CFP candidates are welcome to apply.

Please submit resume via email to , Director of Wealth Advisor Services.