Portfolio Trader

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. PI58db20091787-25448-40231984