Options Strategist + Equity Trader | Strategy & Execution

Allworthfinancial; Cincinnati (OH); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Flexible working arrangements

Job summary

Allworth Financial seeks an experienced professional to manage options strategies and participate in an in‑house equity team. You will structure, execute, and monitor options trades, explain strategy Risk-to-reward to clients, and maintain accurate records in Excel.

You will also contribute to equity trading and portfolio implementation, performing tactical rebalances and ensuring alignment with client models and tax considerations.

Qualifications

• Three to seven years of experience with options strategies, including equity, index, or related derivatives.
• Ability to explain options strategies and their risk and reward clearly to a non‑technical audience.
• Familiarity with multi‑leg strategies such as collars, protective puts, and put spreads, and with exercise, assignment, and settlement.
• Ability to manage multiple concurrent priorities against expiration‑driven and market‑hours deadlines.
• Able to demonstrate judgment in trade decision‑making, beyond order entry or rules‑based execution.
• Understanding of tax‑aware trading considerations, including gain and loss realization, cost basis, and wash sales.
• Ability to work independently while operating within team governance.
• Strong communication and collaboration skills, and comfortable working as part of a small, cross‑trained team.
• Advanced Excel skills and strong attention to detail.
• Bachelor's degree in finance, economics, accounting, mathematics, or a related field, or equivalent work experience.
• Series 65 or equivalent licensing preferred, or the ability to obtain it.

Responsibilities

• Understand, structure, and execute a range of options strategies, including covered calls, protective puts, collars, and spreads.
• Monitor open positions and adjust or roll strategies as market conditions warrant.
• Explain strategy rationale, mechanics, and risk and reward in plain language to advisors and clients.
• Maintain detailed and accurate trade records, position records, and supporting models in Excel.
• Confirm account‑level eligibility prior to trading, including account type and restrictions.
• Identify opportunities to bring additional options execution in‑house and expand the toolkit.
• Execute account‑level rebalancing to target models, considering tax‑aware gains/losses and asset allocation.
• Review and approve tactical rebalances in the portfolio management system.

Skills

Strategic trading judgment

Clear communication to non-technical

Multileg strategies understanding

Independent with team governance

Strong attention to detail

Time management

Education

Bachelor's degree in finance, economics, accounting, mathematics, or related field

Series 65 or equivalent licensing preferred

Tools

Excel

Job description

Allworth Financial seeks an experienced professional to manage options strategies and participate in an in‑house equity team. You will structure, execute, and monitor options trades, explain strategy Risk-to-reward to clients, and maintain accurate records in Excel.

You will also contribute to equity trading and portfolio implementation, performing tactical rebalances and ensuring alignment with client models and tax considerations.