Trader Investment Team - Arcadia - Larson Financial Group

    Larson Financial Group
    Larson Financial Group Arcadia

    1 day ago

    Description

    Trader Investment Team

    Larson Financial Group is seeking a Trader to join our Investment Team and take ownership of day-to-day execution across equities and derivatives.

    • Execute equity and derivative trades across client portfolios, ensuring precision, speed, and best execution.

    The ideal candidate combines institutional trading discipline with a collaborative team-based mindset. To excel in this role you should have 35 years of equity and options trading experience within an RIA or asset manager with series 63 (series 7 preferred) qualification.

    1. Work closely with portfolio managers to translate investment decisions into account-level trades; manage tax-sensitive trading including loss harvesting holding period awareness short/long gain optimization aligning equity options positions with target exposures firm level investment views process enhance trade workflows automation reporting systems client risk guidelines contribute data tools portfolio performance risk impact collaboration oversight operations compliance internal teams leadership communication documentation requirements high attention detail strong communication skills inclusive teamwork degree finance economics related field experience schwab multi-account implementations c python cpp mat lab excel vba experience supervisory role what we offer direct portfolio implementation benefits package profit sharing bonus employer match medical insurance dental vision disability eap paid time off holiday pay training education events activities larson financial group
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