Portfolio Trader at LARSON FINANCIAL HOLDINGS LLC

Indianapolis, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jul, 26

Salary

0.0

Posted On

10 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Equity trading, Options trading, Risk management, Portfolio rebalancing, Cash management, Tax-sensitive trading, Loss harvesting, Order flow management, Liquidity management, Financial analysis, Data tools, Process automation, Compliance, Customer service, Investment strategy, Execution

Industry

Financial Services

Description

Description Location: Indianapolis, IN About the Role Larson Wealth Partners, LLC, is seeking a Portfolio Trader to join our Investment Team and take ownership of day-to-day execution across equities. 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. Responsibilities: Trading & Execution Execute equity trades across client portfolios, ensuring precision, speed, and best execution. Manage order flow, allocations, and liquidity across custodial platforms (primarily Schwab). Support rebalancing, cash management, and portfolio transitions for new and existing clients. Deep understanding of our investment philosophy and the investments we use. 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 2 - 4 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 and risk management High attention to detail under pressure; execution-first mindset Strong communication skills and team orientation Experience working with RIAs and Independent Financial Advisors a plus Desire to take ownership and provide the best customer service in the industry Preferred experience 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) 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. 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, Dental, Vision Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth 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

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Responsibilities

The Portfolio Trader will execute equity and options trades while managing order flow and liquidity across client portfolios. They will also collaborate with portfolio managers to implement investment strategies, manage tax-sensitive trading, and enhance internal trading workflows.