Senior SEO Analyst

California, MO (On-site)

Salary Not AvailableSenior LevelFull time

Posted 2 weeks ago

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Job Summary

Own the client financial planning process and investment reviews while coordinating trades within a small entrepreneurial team.

  • Lead with MoneyGuidePro and Morningstar Office integration
  • Coordinate trades on the Tamarac platform and refine investment concepts

Job Description

Responsibilities

  • Convey complex financial planning concepts with MoneyGuidePro
  • Conduct client investment reviews with Morningstar Office
  • Trade firm positions in stocks, bonds, mutual funds and ETFs through the Tamarac trading platform
  • Other responsibilities associated with being part of a small entrepreneurial business

Requirements

  • Education: MBA, Marketing
BMB Agency logo

BMB Agency

4.0 Glassdoor

We’re a full-service creative and strategy agency that exists to make brands more human.At BMB we believe in the power of creative empathy and ‘talking up’ to an audience. We do this by seeking out and speaking to the deep and human needs that bind people to brands. It starts with a common agency disposition, a curiosity around human behaviors, psychology, and possibility. Our goal is to turn this curiosity into ideas that humanise brands, making them more charismatic, distinctive and likeable. Our mantra is that, whatever the sector, no matter what changes technology has made to the context of companies and audiences, ‘the most human brand wins’.

Founded in 2005
London, England, GBR
46 employees (19 in marketing)
1% recommend to a friend

Traffic Signals

Monthly Visitors
1.7K

Headcount Trend

Current headcount: ~46

Marketing Team

Marketing Team Size
9 (20% of company)
Marketing Roles Posted (Last 30 Days)
1