Portfolio Trader

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