Trader – Investment Team (Equities & Derivatives)

Company: Larson Financial Group, LLC
Location: Indianapolis
Posted on: February 20, 2026

Job Description:

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 PI7c6d89ce92e7-37156-39737711

Keywords: Larson Financial Group, LLC, Bloomington , Trader – Investment Team (Equities & Derivatives), Accounting, Auditing , Indianapolis, Indiana