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:



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.



Financial Writer

Index Fund Advisors, a nationally recognized leader in passive index investing is seeking a financial writer to join their Marketing team in their Irvine headquarters. We are looking for a high energy self-starter capable of handling multiple priorities concurrently. The ideal candidate must be able to work closely with team members and communicate thoughts, ideas and concepts to a variety of constituents. The ability to learn, understand and articulate both general and complex investment philosophies is a must.

Duties Include

  • Writing weekly articles on investment related topics
  • Developing scripts for video presentations
  • Developing content for marketing literature
  • Developing content for all aspects extensive website
  • Writing press releases and employee bios
  • Projects as assigned by the Director of Marketing or the President of the firm

Qualifications

  • BA/BS in Journalism or writing related field preferred but not mandatory
  • Minimum of 2 years experience writing on financial topics
  • Exceptional attention to detail and organizational skills
  • Ability to independently manage workload effectively
  • Maintain a flexible mindset and willingness to adapt to change
  • Possesses a high level of professionalism, integrity, reliability, discretion and confidentiality

Competitive salary; benefits include: medical, dental and vision insurance, paid vacation and holidays, 401(k) and company matching.

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



Mobile Application Designer / Web Designer

Index Fund Advisors, Inc. is seeking a full-time, on-premises UI/UX designer who can help design and implement responsive patterns across our websites and mobile applications.

General Job Description

Primary responsibilities will be to work with product managers to create wireframes from user stories, create and design user interfaces and streamline the user experience for mobile devices. Candidate must have iOS and Android design experience using native non WebView controls and have strong knowledge of web technologies such as HTML, Bootstrap & SASS/LESS. Candidate must have strong communication skills and must be comfortable wearing multiple hats in a small development team. No remote / offsite work. Must be in the Orange County, CA area.

Desired Skills

  1. HTML, Bootstrap
  2. CSS, SASS, LESS
  3. Responsive Design Patterns
  4. Wireframing & Storyboarding
  5. Photoshop / Illustrator
  6. Designs for iOS and Android
  7. Xcode
  8. Android SDK

Plusses

  1. JavaScript
  2. Charting Libraries
  3. SVG, D3.js
  4. Financial Background

Competitive salary; benefits include: medical, dental and vision insurance, paid vacation and holidays, 401(k) and company matching.

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



Paralegal - Estate Planning

Index Fund Advisors, Inc. is looking for a paralegal that specializes in estate planning. We want to provide value added best in class service to our clients and assist them with the development and maintenance of their estate plan. We intend to establish a national network of highly respected estate planning attorneys to assist our clientele. We are looking for a high energy self-starter who is not afraid to take the ball and run with it. The ability to work closely with team members and communicate thoughts and ideas to a variety of constituents is a must. The ideal candidate will enjoy thinking outside of the box and will thrive in a dynamic environment requiring the ability to manage concurrent priorities.

Duties Include

  • Meet with clients and examine their current estate plan and financial situation
  • Draft estate planning documents including Wills, Trusts, Powers of Attorney and ancillary planning documents
  • Work with estate attorneys to prepare probate documents such as petitions, motions, inventories, accountings and notices; and fiduciary income and estate tax returns for estates and trusts
  • Research and develop a national network of estate planning attorneys
  • Interface with eMoney financial planning software

Qualifications

  • BA / BS and paralegal certification (or combination of paralegal certificate and relevant experience
  • 5 years’ experience specifically in estate planning
  • Exceptional attention to detail and organizational skills
  • Ability to independently manage workload effectively
  • Excellent communication skills, both written and verbal
  • Maintain a flexible mindset and willingness to adapt to change
  • Possesses a high level of professionalism, integrity, reliability, discretion and confidentiality

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



Marketing Intern

Index Fund Advisors (IFA), a 2015 Forbes Top 100 Wealth Manager and industry leader in passive index investing, is best known for their mission to replace investor speculation with an education through expansive communications – championed by their Marketing team. IFA is seeking an energetic and motivated Marketing Intern to join IFA.

Responsibilities

The Marketing Intern will be responsible for assisting the Marketing team on a wide variety of projects and initiatives including, but not limited to collateral development, sales/lead generation, digital marketing, social media, public relations, events, as well as some administrative tasks and office inventory management. Opportunities to collaborate/provide support across the advisory and operations teams provide additional working knowledge benefits.

Requirements for IFA Interns

Interns should show enthusiasm, initiative, and a desire to work in financial services and specifically at IFA. The best interns improve their work by creating efficiency, accountability, and scalability. They should be reliable and produce accurate and thorough work. They must be able to work independently after initial training and require little oversight and checking.

Interns should be attending University and preferably majoring in marketing, communications or a related field. They should have a minimum 3.0 GPA. Prior financial services experience and strong knowledge of Microsoft office are plus.

This is a paid internship. Interns are expected to work at minimum 16 hours per week and must commit to a minimum 10-week term.

Please submit resume and relevant work samples via email to , Director of Wealth Advisor Services.