Senior Trader – Investment Team (Equities & Derivatives)Larson Wealth Partners, LLC • Indianapolis, Indiana, US
Senior Trader – Investment Team (Equities & Derivatives)
Larson Wealth Partners, LLC • Indianapolis, Indiana, US
30+ days ago
Job type
- Full-time
Job descriptionWork 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. 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. 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. 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 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 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. 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
Description :
Apply (by clicking the relevant button) after checking through all the related job information below.
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
Process & Program Development
Collaboration & Oversight
Requirements :
Preferred
What We Offer
Larson offers a generous employee benefits & perks package :
PIb34c445481bb-3631
Create a job alert for this search
Senior Trader • Indianapolis, Indiana, US
Related jobs
About the Role Larson Financial Holdings is seeking a.Investment Team and take ownership of day-to-day execution across equities and derivatives.
This role blends portfolio implementation, options o...Show more
AlliedTravelNetwork is working with Host Healthcare to find a qualified Occupational Therapist (OT) in Columbus, Indiana, 47203!.
Host Healthcare is an award-winning travel healthcare company with a...Show more
Host Healthcare is an award-winning travel healthcare company with an immediate opening for this Occupational Therapist Position in Columbus, IN.
If you are interested in this position, please conta...Show more
Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more
AlliedTravelCareers is working with Delta Healthcare Providers to find a qualified Occupational Therapist (OT) in Fishers, Indiana, 46037!.
Setting : Outpatient, Orthopedics, Hand Therapy .Compensa...Show more
Medical Solutions Allied is seeking a travel Occupational Therapist for a travel job in Columbus, Indiana.Job Description & Requirements.
We’re seeking talented healthcare professionals whose advent...Show more
Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
If you thrive in an environment where your gr...Show more
CDL-A Owner Operator Jobs | Independent Contractor Opportunities.And a company thatrespects your time and hustle?.AtFreymiller, we offer consistentOTR freight, industry-leadingfuel surcharge pay, a...Show more
Outstanding opportunity for an worldwide manufacturer.The Senior Plant Financial Analyst is a key member of the financial leadership team for the plant.
Responsible for maintaining financial control...Show more
OTR & Regional Flatbed | Steel & Pipe Freight .Owner Operator Company | 100% Non-Forced Dispatch | Dedicated Customer Freight.
We re seeking experienced Class A CDL Owner Operators to join our flatb...Show more
We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly.Together, we are building a culture and company from the people up - committed to t...Show more
The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team.
The Relationship Banker II is an advanced rol...Show more
If You’re Great at Sales, We’ve Got the Career for You.Are you a natural at connecting with people and closing deals? At Orkin, we’ll turn your drive and people skills into a succ...Show more
The Technical Account Management Team proactively supports our customers in meeting their goals and overcoming any technical challenges encountered using the Relativity suite of products.As a membe...Show more
The Senior IT Auditor performs specialized auditing tasks related to the bank's IT function.This includes thorough and efficient planning, testing, reporting, and follow up on audit results.The rol...Show more
We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies.
This role gives you the freedom to work from home at your own pace, l...Show more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Senior Trader – Investment Team (Equities & Derivatives)
Larson Wealth Partners, LLC Careers • Indianapolis, Indiana, United States
Full-time
Last updated: 1 hour ago • Promoted • New!
Travel Occupational Therapist (OT) - $1,745 to $1,894 per week in Columbus, IN
AlliedTravelNetwork • Columbus, IN, US
Full-time
Last updated: 19 days ago • Promoted
Travel Occupational Therapist (OT) - $1,745 to $1,894 per week in Columbus, IN
Host Healthcare • Columbus, IN, US
Full-time
Last updated: 19 days ago • Promoted
Remote Equity / Option Trader
Maverick Trading • Indianapolis, IN, USA
Remote
Part-time
Last updated: 30+ days ago • Promoted
Travel Occupational Therapist (OT) in Fishers, IN
AlliedTravelCareers • Fishers, IN, US
Full-time +1
Last updated: 7 days ago • Promoted
Travel Occupational Therapist - $2,064 per week
Medical Solutions Allied • Columbus, IN, United States
Full-time
Last updated: 1 day ago • Promoted
Remote Equity / Option Trader
Maverick Currencies • Indianapolis, IN
Remote
Full-time +1
Last updated: 30+ days ago • Promoted
Portfolio Relationship Manager - Data Centers
Associated Bank - Corp • Indianapolis, IN, United States
Full-time
Last updated: 30+ days ago • Promoted
CDL-A OWNER OPERATOR / INDEPENDENT CONTRACTORS
Freymiller • Columbus, IN, US
Full-time
Last updated: 27 days ago • Promoted
Senior Plant Financial Analyst
4C Connect, Inc. • Columbus, IN, US
Full-time
Quick Apply
Last updated: 30+ days ago • Promoted
CDL-A Owner Operators OTR & Regional Flatbed - Hauling Steel & Pipe
Ready App LLC • Columbus, IN
Full-time
Last updated: 30+ days ago • Promoted
Account Director II - Enterprise
Lumen Technologies • Indianapolis, IN, United States
Full-time
Last updated: 13 hours ago • Promoted • New!
Relationship Banker II | Carmel
Busey Bank • Carmel, IN, United States
Full-time
Last updated: 30+ days ago • Promoted
Business Development Rep - Pest Control
Orkin • Westfield, IN, US
Full-time
Last updated: 18 days ago • Promoted
Senior Technical Account Manager
Relativity • Indianapolis, IN, United States
Full-time
Last updated: 30+ days ago • Promoted
Senior IT Auditor
Northwest Bank • Fishers, IN, United States
Full-time
Last updated: 9 days ago • Promoted
Side Income Opportunity - Work Your Own Hours
Finance Buzz • Edinburgh, Indiana, US
Part-time +1
Last updated: 30+ days ago • Promoted
Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)
Data Annotation • Columbus, Indiana
Remote
Full-time +1
Last updated: 21 days ago • Promoted