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:



Marketing Coordinator

Index Fund Advisors (IFA) is seeking a highly driven, versatile, and innovative individual for the position of Marketing Coordinator. Working from our corporate office in Irvine, California and reporting directly to the Director of Advisor Services and Marketing, you will play a key role in the execution of marketing programs from start to finish, leveraging internal support and driving collaboration. The right candidate is a quick learner, strategic thinker and executor- being able to think three steps ahead while still getting the day-to-day work done.

The Ideal Candidate:

  • Exceptional organization skills – can handle multiple projects at the same time while dealing with alterations, schedule changes, and Murphy's Law
  • Exceptional interpersonal and communication skills
  • Ability to manage competing priorities
  • Maintains high editorial standards. Has extremely critical eye for design and writing materials. Good taste, a sense of aesthetics and a love for great copy.
  • Must be tech-savvy and be comfortable with various marketing tools and adjacent technologies (simply knowing social media does not equate to being tech savvy)
  • Strong work ethic, high level of professionalism, has integrity, is trustworthy, committed and has developed business maturity
  • Capable of producing multi-platform and multi-digital content from the idea stage to the final content deliverable
  • Creates distribution strategies that effectively maximizes audience reach
  • Ensures content quality and consistency
  • Quick learner capable of accepting constructive criticism designed to produce superior work product

Valuable Skills:

  • Adobe Acrobat (editing)
  • Design tools like Adobe InDesign, Illustrator, Photoshop
  • Wordpress
  • PowerPoint
  • Email tools like SendGrid
  • Google Analytics
  • CRM Systems
  • Microsoft Office

Requirements:

  • Minimum 3 years' experience working with a marketing team
  • Bachelor's Degree in related field

Compensation:

  • Salary based on experience, benefits including medical, dental, vision, 401(k) plan with employer match, vacation pay and holiday pay

Please submit your resume via email to , Human Resources Manager



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.



Tax Accountant

IFA Taxes is a division of Index Fund Advisors, a Registered Investment Advisor (RIA) with a national client base. IFA Taxes provides tax advice & planning, tax accounting & bookkeeping and tax return preparation for a wide variety of individuals and business entities. We are growing rapidly and are in immediate need of a passionate, self-motivated individual with an entrepreneurial spirit for the position of Tax Accountant.

Reporting to the Director of Tax, the Tax Accountant is part of a team providing tax services for a diverse client base. The Tax Accountant is a team player who can bring a passion for taxes in support of the Director of Tax, facilitate the accurate preparation and filing of tax forms, provide innovative tax planning and review complex income tax returns.

The Tax Accountant will be able to handle multiple priorities concurrently including the preparation of state and federal income tax returns, perform tax research, and execute other complex tax accounting functions, and you come with a good understanding of tax regulations and accounting pronouncements that could include:

  • Prepare individual, partnership, trust, real estate, and corporation income tax returns
  • Prepare correspondence to tax authorities
  • Prepare detailed work papers
  • Identify accounting and income tax issues and propose strategies for resolution
  • Assist with IRS examinations and protests
  • Assist with tax planning and research technical accounting issues
  • Develop strong relationships with personnel across various divisions within the organization
  • Assist with quarterly state estimated taxes and extensions
  • Prepare property, sales & use tax returns
  • Assist with any state income/franchise and sales & use tax examinations
  • Review fixed assets for compliance with tax depreciation methods and useful lives

Preferred Attributes

  • A BA or BS degree in accounting required and 5 years of public accounting experience (tax return preparation)
  • CPA required
  • Big 4 or large firm experience preferred, but not required
  • 5+ years of proven experience in taxation
  • A sincere desire to learn and grow within the tax field
  • Ability to think independently but also able to take directions well
  • Good interpersonal skills
  • Commitment to excellence
  • Solid time management and organizational skills
  • Excellent written and verbal communication skills
  • Result-driven, with the ability to function in a culture of accountability
  • A passion for tax work
  • Highly proficient in MS Office, Lacerte, Intuit ProConnect Online, QuickBooks Online, or other equivalent accounting software program

Compensation

Salary based on experience, benefits including medical, dental, vision, 401(k) plan, vacation pay, and holiday pay.

Please submit resume via email to , Human Resources Manager.