- Lincoln Financial Group (Charleston, WV)
- …Excel, PowerPoint, Outlook). Nice-to-haves: * 2-4 years in public accounting firm* * Tax planning or advisory interest/experience A* CPA A **Application ... **The Role at a Glance** As the Analyst - Planning , Audits & Advisory , you will provide...area. This role will research, assess, and implement complex tax planning opportunities at the federal, state,… more
- Truist (Charleston, WV)
- …segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships ... business issues impacting mass affluent clients. Serve as a personal financial planning / advisory resource for clients, their attorneys and Certified Public… more