Trader – Investment Team (Equities & Derivatives)

Description: Location:

Indianapolis, IN

About the Role Larson Financial Holdings is seeking a

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. 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

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