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Senior Trader – Investment Team (Equities & Derivatives)
Senior Trader – Investment Team (Equities & Derivatives)Larson Wealth Partners, LLC • Indianapolis, Indiana, US
Senior Trader – Investment Team (Equities & Derivatives)

Senior Trader – Investment Team (Equities & Derivatives)

Larson Wealth Partners, LLC • Indianapolis, Indiana, US
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Description :

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Location : Indianapolis, IN

About the Role

Larson Financial Holdings is seeking a Senior Trader to join our Investment Team and take ownership of day-to-day execution across equities and derivatives. This role blends portfolio implementation, options overlays, and tactical trading inside a growing investment platform serving high-net-worth and ultra-high-net-worth families.

You’ll translate investment strategy into live positions : managing equity trades, executing options strategies, and helping refine our firm’s trading processes. The ideal candidate combines institutional trading discipline with a collaborative, team-based mindset.

Key Responsibilities

Trading & Execution

  • Execute equity and derivative trades across client portfolios, ensuring precision, speed, and best execution.
  • Manage order flow, allocations, and liquidity across custodial platforms (primarily Schwab).
  • Implement and roll options overlays including covered calls, basis trades, and hedging positions.
  • Support rebalancing, cash management, and portfolio transitions for new and existing clients.

Portfolio Implementation & Coordination

  • Work with portfolio managers to translate investment decisions into account-level trades.
  • Manage tax-sensitive trading — including loss harvesting, holding period awareness, and short / long gain optimization.
  • Align equity and options positions with target exposures and firm-level investment views.

    • Process & Program Development

  • Help enhance trade workflows, automation, and reporting systems for greater scale and transparency.
  • Monitor margin, collateral, and exposure to ensure adherence to client risk guidelines.
  • Contribute to the build-out of data tools that connect portfolio performance, risk, and tax impact.

    • Collaboration & Oversight

  • Partner closely with the Investment Team, Operations, and Compliance to maintain accuracy and control.
  • Provide trading insight and feedback to inform future strategy and platform improvements.
  • Document and communicate trading activity clearly to both internal teams and leadership.

    • Requirements :

  • 3–5 years of equity and options trading experience within an RIA, asset manager, or hedge fund
  • Series 63 (Series 7 preferred)
  • Deep understanding of equity markets, derivatives, and risk management
  • High attention to detail under pressure; execution-first mindset
  • Strong communication skills and team orientation

    • Preferred

  • Experience managing multi-account overlays or implementing firm-wide rebalances
  • Degree in Finance, Economics, or related field
  • Experience with Schwab systems (Advisor Center, OMS, or OMS API tools)
  • Python, C++, MatLab or Excel VBA for automation / reporting
  • Series 24 or prior supervisory experience

    • What We Offer

  • Direct impact on portfolio implementation and client outcomes.
  • Exposure to complex investment strategies across public and private markets.
  • Collaborative team environment focused on continuous improvement and innovation. xklufbp
  • Competitive compensation with performance incentives and growth potential.

    • Larson offers a generous employee benefits & perks package :

  • Profit Sharing Bonus Program
  • 401(k) Employer Match up to 4%
  • Medical Insurance (HDHP HSA plans are 100% paid for the employee)
  • ER PD Telehealth
  • Dental Insurance
  • Vision Insurance
  • ER PD Life, Disability & EAP Insurance
  • Supplemental Insurance
  • Paid time Off (112 hours after 90 days)
  • Holiday Pay (12 Holidays)
  • Training & Education
  • ER Events, Awards, Activities

    • PI5395c53c8995-3631

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    Senior Trader • Indianapolis, Indiana, US

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