Portfolio Trader
Larson Wealth Partners, LLC, Indianapolis, IN, United States
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
PIe9b322e38f76-29400-40231984
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
PIe9b322e38f76-29400-40231984