Find & Apply For Personal Financial Advisor Jobs in North Richland Hills, Texas

Assistant Manager Investment Services Navy Federal Credit Union $119,400.00 - $163,100.00 / yr United States, Texas, North Richland Hills Sep 19, 2026 Overview Supports daily operations and functions of Navy Federal Investment Services (NFIS). Drives productivity, member experience, and revenue outcomes by reinforcing performance standards, regulatory compliance, and operational consistency. Provides coaching and oversight to team while supporting business initiatives through cross-functional partnership. Uses data insights and frontline perspective to improve performance and support execution of NFIS priorities. Responsibilities Support day-to-day operations across Investment Services, coordinating workflows and ensuring alignment to production, service, and quality standards

Perform delegated supervisory and OSJ (Office of Supervisory Jurisdiction) functions, including review and approval of accounts and transactions in compliance with regulatory and internal requirements

Coach and guide team on business plans, production goals, and performance expectations

Monitor and evaluate performance metrics (e.g., revenue, productivity, service quality); analyze trends and recommend improvements

Support resolution of escalated member and advisor issues to ensure consistent service delivery and member satisfaction

Conduct quality reviews of advisor interactions; provide feedback and support development and performance improvement

Partner with NFCU business units and internal stakeholders to promote NFIS products and services, strengthen referral channels, and expand market presence through presentations, partnerships, and community engagement

Support execution of strategic initiatives by translating priorities into actionable frontline activities

Reinforce adherence to regulatory requirements and risk controls

Maintain current knowledge of evolving systems, tools, and technology to improve operational efficiency, scalability, and continuous improvement efforts

Perform other duties as assigned Qualifications Bachelor's degree in Finance, Business, or related field, or equivalent combination of education and experience

5+ years of experience in financial services, investment management, or related field

Experience supporting advisor performance, including coaching and production-based metrics

Working knowledge of investment products, financial planning concepts, and regulatory requirements

Demonstrated ability to analyze performance data and provide insights

Effective communication and collaboration skills

Ability to operate in a regulated environment with sound judgment

Relevant licenses (FINRA Series 7, 66, or combination of 63 & 65, Life & Health)

Relevant licenses (FINRA Series 24 ) or ability to obtain or ability to obtain within 120 days of start date Desired Qualifications Professional designations such as

CFP, ChFC, or CLU Additional Information Hours:

Monday - Friday, 8:30AM - 5:30PM (Hybrid)

Location:

9999 Willow Creek Road San Diego, CA 92131

3300 Olympus Blvd. Suite 550, Coppell, TX 75019 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.

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Equal Employment Opportunity:

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations:

If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers:

Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from

Job Scams:

Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act:

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.