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- Northeast Regional Representative

Index Fund Advisors (IFA) is seeking a passionate, self-motivated individual for the position of Wealth Advisor, Northeast Regional Representative. This position must be located in the northeast section of the United States. The individual selected for this role will deliver personalized investment solutions to individual and institutional clients. The primary goal of an IFA Wealth Advisor is to help clients build secure financial futures through experienced advice, evidence-based investment strategies and extensive investment education. IFA supports all of their Wealth Advisors with state-of-the-art technology, marketing resources, training and more to help ensure the success of both the advisor and 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 required.
  • Existing book of clientele preferred but open to exceptional candidates with a proven track record of prospecting and closing financial services clients.
  • 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.



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.



Experienced Wealth Advisor Representative-CFP

Index Fund Advisors (IFA) is expanding rapidly and we are seeking an experienced Wealth Advisor with a CFP designation to follow-up on qualified leads generated from a web-based referral source. These leads require individualized financial planning utilizing eMoney planning software. The primary goal of an IFA Wealth Advisor is to help clients build secure financial futures through experienced advice, evidence-based investment strategies and extensive investment education. IFA supports all of their Wealth Advisors with state-of-the-art technology, marketing resources, training and more to help ensure the success of both the advisor and the client's long-term relationship.

What the chosen candidate can expect?

  • Qualified leads generated from a web-based referral source.
  • 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 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

  • Certified Financial Planner (CFP) Designation
  • Minimum 3 years’ experience as a financial advisor. 5 years’ experience preferred.
  • Existing book of clientele preferred but open to exceptional candidates with a proven track record of prospecting and closing financial services clients.
  • Must be driven to sell and continually learn about the benefits of passive investing
  • College degree or qualified experience required
  • Series 65 license required

Please submit resume via email to , Human Resources Manager.



Financial Planning Analyst

Index Fund Advisors (IFA) is seeking a passionate, self-motivated individual for the position of Financial Planning Analyst. This position must be located in IFA’s corporate headquarters in Irvine, California. The individual selected for this role will work closely with IFA Wealth Advisors to deliver personalized financial planning solutions utilizing eMoney to clients and prospects. This role is considered critical to success of long-term client relationships.

What can a Financial Planning Analyst expect?

  • Company-provided operational and client services support
  • High tech, high-touch corporate environment that is continually innovating
  • 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 developing financial plans using financial planning software such as MoneyGuide Pro, Naviplan or eMoney.
  • Must possess exceptional organizational skills, be detailed oriented and able to handle multiple priorities concurrently.
  • College degree or qualified experience required
  • CFP designation preferred but not required.

Benefits: available for full time employees

  • Competitive wages
  • Participation in group health, dental and prescription benefits
  • Paid time off (PTO)
  • Paid holidays
  • 401(k) with potential for employer match

Please submit resume via email to , Human Resources Manager.



Web Developer

Index Fund Advisors (IFA), nationally recognized for its expertise in passive index investing, is best known for their mission to replace investor speculation with an education through our many communication channels – championed by their Marketing team. IFA is seeking a passionate and creative web developer who will be an indispensable Full-Time member of our Marketing team. You will be part of a highly collaborative team of developers in a fast-paced and proactive environment. Your knowledge of the latest techniques and frameworks used to create fast, efficient, dynamic, scalable web-apps will help us continue to bring the latest technology to our ever-growing client base.

Responsibilities

  • Help in the conversion of our main website into api driven angular web application
  • Use the latest MVC Frameworks to write Web Applications
  • Work with development team building new features as well as improving speed, performance, etc.
  • Develop JavaScript libraries, CSS style sheets, and HTML5 templates
  • Create interactive, production ready web components (charts, calculators, presentations, and more)
  • Work on back-end database and api’s

Requirements

  • Angular developer preferred with full stack knowledge
  • Experience in designing, developing, and delivering software components in addition to developing in C# (.Net) and ASP MVC
  • Strong skills/knowledge in SQL (SQL Server)
  • Experience with JavaScript, preferably Angular
  • Knowledge of semantic and accessible HTML
  • Ability to write and maintain extensive custom CSS and responsive design
  • CSS Preprocessor knowledge, preferably Sass (Scss)
  • Experience with build tools and configuration
  • Familiarity with Node.js
  • Experience with version control systems, preferably Git
  • Ability to write tidy, efficient, and well-documented code.
  • Bachelor’s Degree in Computer Science/Engineering or a related field or related experience
  • Extreme attention to detail and problem-solving abilities.
  • A friendly and approachable attitude

Benefits: available for full time employees

  • Competitive wages
  • Participation in group health, dental and prescription benefits
  • Paid time off (PTO)
  • Paid holidays
  • 401(k) with potential for employer match

Work Location

  • IFA headquarters in Irvine, CA. (Remote temporarily due to COVID-19)

Schedule

  • Monday to Friday 8-5

Please submit resume via email to , Human Resources Manager.