Options Specialist and Equity Trader

📋 Description

• Understand, structure, and execute a range of options strategies, including covered calls
• Monitor open positions and adjust or roll strategies as market conditions, expirations, and
• Explain strategy rationale, mechanics, and risk and reward in plain language to advisors and
• Maintain detailed and accurate trade records, position records, and supporting models in Excel.
• Confirm account-level eligibility prior to trading, including account type, option approval level
• Identify opportunities to bring additional options execution in-house and expand the team's

🎯 Requirements

• Three to seven years of experience with options strategies, including equity, index, or related
• 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
• Ability to manage multiple concurrent priorities against expiration-driven and market-hours
• 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

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts