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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


  • 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 including income history via email to , Director of Wealth Advisor Services.

Senior Financial Copywriter

Index Fund Advisors (IFA) is an industry leader in replacing investor speculation with an education. IFA is seeking senior financial copywriters to assist the Marketing group across a variety of communications including, but not limited to articles, white papers, marketing collateral and website content or blogs.

Requirements and Experience

  • Excellent knowledge of index fund and passive investment strategies and philosophies
  • Excellent writing, editing, and grammar
  • Ability to research and write creative, persuasive, and conceptual material
  • Ability to pick up assignments on an as-needed basis with 24 to 72-hour turnaround
  • Good working knowledge of IFA's book, philosophy and brand (can be provided/trained)
  • Detail oriented, organized, and focused on accuracy
  • Bachelor's degree in English, Journalism, or Marketing (or equivalent) preferred

This is an independent contractor position. No location requirements.

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

Advisor Assistant

This position reports to the Client Services Manager and will provide support for our Investment Advisors. Experience working with Institutional platforms such as Charles Schwab, Fidelity and TD Ameritrade opening accounts, working on ACATs/Non-ACATs, money movement, reviewing and submitting trades requests, preparing and auditing performance reports and client invoices and managing security cost basis. Experience working directly with Advisors, Clients and Third Parties addressing any client service needs.

Required Experience

  • Has worked with senior advisory staff with books in excess of $100M
  • Multi-tasking ability to answer calls, work with other departments in completing tasks and track current work in progress through to completion
  • Ability to prepare and understand Portfolio Performance Reports and identify and resolve errors in reporting
  • Positive attitude; pleasant disposition; invitational; able to make clients and colleagues trust and feel confident in your work
  • Has demonstrated loyalty, exceptional work ethic and consistency
  • Cooperates with fellow employees, including willingness to accept and implement direction

Required Skills

  • Master at Planning and Organization
  • Analysis of Data
  • Self-Starting, Self-Management and takes Personal Accountability for work
  • Customer Focused and Results Oriented
  • Flexible, Problem Solver and Adapts to Change
  • Microsoft Applications (Outlook, Word, Excel)

Bonus Skills

  • Series 65
  • Schwab Portfolio Center
  • Fidelity Institutional (Advisor Channel)
  • TDA Institutional (Veo)
  • Salesforce
  • Finfolio or other Performance Management System
  • Sharepoint
  • Worldox

This is a full time position.

To submit an application, click here.

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.


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.