Option Trading

Option Trading Finance Jobs

2 jobs found

5mo ago

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Chicago, IL

Chicago, IL

5mo ago Closed

$110k - $154k/yr Full time 401k Advisor Advisory

This position is no longer accepting applications (closed May 2, 2026).

Job Description

The Wealth Advisor role, based onsite in Chicago, IL, is part of Charles Schwab's Schwab Wealth Advisory (SWA). This fiduciary, non-discretionary position delivers investment guidance to clients using a broad product set and a collaborative team approach, with compensation in the range of USD 110,000 to 154,000 per year.

Responsibilities

Establish and maintain a personal client relationship, delivering specialized service and ongoing guidance aligned with Schwab's investing approach.
Operate as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
Utilize a wide array of investment vehicles, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading, to manage complex portfolios and help clients pursue their goals.
Grow within an experienced, collaborative team and deepen relationships with various partners, including industry leading advisors.

Requirements

Bachelor’s degree
Active FINRA Series 7 license
CFP or CFA designation; may be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire
Active FINRA Series 66 license; may be obtained within the first 120 days
Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 28‑day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Position Type

Regular

Your Opportunity

Schwab supports you in making a meaningful impact on your career within an environment that blends innovative thinking with practical problem solving. The selected candidate is expected to work onsite in Chicago, IL. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee‑based, non‑discretionary investment advisory solution that emphasizes a personal relationship, specialized service, and ongoing guidance built on Schwab's investing approach. You will influence clients’ financial outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's advisory philosophy enables you to employ a broad range of investment options to help clients reach their goals.

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6mo ago

Trader – Investment Team (Equities & Derivatives)

Larson Financial Group, LLC Indianapolis, IN

Indianapolis, IN

6mo ago Closed

Full time Python Automation Best Execution

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Location

Indianapolis, IN 46256

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 fund
Series 63 (Series 7 preferred)
Deep understanding of equity markets, derivatives, and risk management
High attention to detail under pressure; execution-first mindset
Strong communication skills and team orientation

Preferred Qualifications

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)
Python, C++, MatLab or Excel VBA for automation/reporting
Series 24 or prior supervisory experience

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.

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Option Trading Finance Jobs

Wealth Advisor, Schwab Wealth Advisory

Trader – Investment Team (Equities & Derivatives)

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