About this role
LPL Coordinator/Sales Asst at Wheelhouse Credit Union. Location: San Diego, California, United States. Role: supporting advisor, coordinating appointments, managing referrals Requirements: High school diploma, 1+ year financial services experience, proficiency with Salesforce and Microsoft Office, strong communication, organizational and member-service skills. Category: Sales Seniority: Entry Level Tools: Salesforce, Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet Commitment: Full Time Workplace: Onsite Languages: English