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 fundSeries 63 (Series 7 preferred)Deep understanding of equity markets, derivatives, and risk managementHigh attention to detail under pressure; execution-first mindsetStrong communication skills and team orientationPreferred
Experience managing multi-account overlays or implementing firm-wide rebalancesDegree in Finance, Economics, or related fieldExperience with Schwab systems (Advisor Center, OMS, or OMS API tools)Python, C++, MatLab or Excel VBA for automation/reportingSeries 24 or prior supervisory experienceWhat 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 Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% paid for the employee)ER PD TelehealthDental InsuranceVision InsuranceER PD Life, Disability & EAP InsuranceSupplemental InsurancePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, ActivitiesPIcf169bdee48b-7711
Read LessLarson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. This is a senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute.
Oversight & Leadership
Build, guide, and manage the investment research team.Investment Management
Supervise and optimize the options overlay program.Supervise the equity SMA programOversee asset allocation strategies across client portfolios.Provide strategic input on portfolio construction, risk management, and performance monitoring.Manage held-away assets integration and oversight.Communication & Representation
Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way.Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning.Collaborate with marketing to produce investment-related materials for client and advisor use.Team & Platform Development
Manage, mentor, and grow the trading and research teams.Partner with leadership to expand and refine unique, proprietary investment programs.Drive innovation in internal systems, reporting, and investment solutions. Requirements: Previous leadership experience managing an investment platform at a mid-sized RIA.Direct experience working with independent advisors.Strong track record managing asset allocation strategies and investment operations.Proven people management experience with ability to build and inspire teams.Hands-on experience with: Orion, Black Diamond, or similar portfolio management systems Schwab or similar custodial platforms Microsoft Excel (advanced proficiency) Familiarity with Bloomberg or FactSet (not required but highly advantageous).Demonstrated ability to balance strategic vision with operational execution.Ideal Candidate Profile
An entrepreneurial, growth-minded leader with strong drive and initiative.Comfortable navigating complexity while keeping execution crisp and disciplined.Adept at both high-level strategy and hands-on problem-solving.Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams.Brings a proven history of scaling investment programs and building operational excellence.Why Join Us?
This is an opportunity to step into a leadership role at a fast-growing RIA platform where your expertise and vision will directly shape the firm's trajectory. You'll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions.
Larson offers a generous employee benefits & perks package:
Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% paid for the employee)ER PD TelehealthDental InsuranceVision InsuranceER PD Life, Disability & EAP InsuranceSupplemental InsurancePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, ActivitiesPI70094abcf6-
Read LessLarson Financial Group, LLC (Larson) is looking for an experienced paraplanner who is seeking a career opportunity. Larson's mission is to help others FLOURISH in life. The paraplanner can do just that by assisting the financial advisors and helping Larson clients reach high levels of success.
The paraplanner will have direct contact in working with the clients to achieve their financial goals by servicing through diligent and detailed follow up, applying planning techniques within meeting preparations, attending client meetings, and keeping organized accounts of client information.
This is a fast paced and rapidly growing practice, and the position will be one of challenge and opportunity. This will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.
Responsibilities include:
Running insurance illustrations
Constructing financial plans
Communicating investment advice based on recommendations of team
Track next steps in the planning process for clients
Working jointly with client service manager and operations team to ensure concierge client experience
Requirements:Expectations:
Flexible schedule for meetings and client events
Ability to work with the Advisor to accomplish a common goal
Qualifications:
Prefer Series 6 or 7 and 63 or 66 licensed.
Four-year degree or equivalent work experience
Must have knowledge of insurance/financial services industry
Ability to coordinate multiple tasks and priorities in a fast-paced environment
Good organizational and problem-solving skills
Larson Financial offers a generous employee benefits & perks package:
Production Bonus ProgramProfit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% paid for the employee)Dental InsuranceVision InsuranceER PD Long-Term Disability InsuranceER PD Life & AD&D InsuranceER PD EAPVoluntary Life & AD&D InsuranceVoluntary Short-Term DisabilityPaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, ActivitiesSchedule:
8-hour shift, M-F, DaysPIb215a940f5cc-5817
Read LessAbout Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.
Requirements:What You'll Do
Prepare for and lead client meetings Collect and organize client data to build financial plans Construct insurance illustrations and financial scenarios Communicate investment recommendations in collaboration with the advisory team Track planning process milestones and follow up on action items Deliver proactive, high-quality service to retain top clients Maintain accurate data in CRM and financial planning software Create thoughtful client "touches" to cultivate referrals Manage onboarding and ongoing client service processes Resolve client inquiries and provide trusted supportWhat We're Looking For
Qualifications
Minimum 2 years of experience in financial planning or a related field Series 7 and 66 licenses required CFP designation is a plus Bachelor's degree or equivalent work experience Familiarity with the insurance and financial services industry Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)Skills & Attributes
Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone Strong written and verbal communication skills with high attention to detail Proficiency in Microsoft Office and Outlook Professionalism in appearance, attitude, and work ethic Adaptable, proactive, and comfortable working in a dynamic environment Strong organizational skills with the ability to prioritize and follow through Commitment to maintaining confidentiality and upholding regulatory standardsWhy Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:
Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team ActivitiesReady to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships.
PI9639c828f8c3-8005
Read Less