167 Results for

Financial Planning Jobs in New Mexico

Jobs

New!

Albuquerque, NMToday

For the fourth year in a row, Sabio Systems has been recognized by Forbes Magazine as one of the Best Temporary Staffing Firms in America, and the only local agency from New Mexico! Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with financial planning software (e.g., eMoney, RightCapital) and CRMs (e.g., Salesforce, Wealthbox).

New!

Albuquerque, NM4 days ago

$150,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. General surgery, 24-hour emergency care, intensive care nursing, internal medicine, obstetrics, pathology, pediatric dentistry, podiatry, primary care and radiology are among the many services offered on-site.

New!

Albuquerque, NM6 days ago

$18–$22 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Albuquerque, NM6 days ago

$50,000–$80,000 Per Year

Responsibilities: Manage and oversee the daily operations of the accounting department for non-profit clients, including monthly and end-year processes, accounts payable/receivable, cash receipts, general ledger, treasury, budgeting, cash forecasting, revenue and expenditure variance analysis, capital assets reconciliations, check runs, fixed asset activity, debt activity, etc. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Albuquerque, NM6 days ago

$50,000–$65,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Provide strategic financial advice and guidance to our clients, helping them to understand their financial position and make informed decisions about their budgets and financial planning.

New!

Albuquerque, NM6 days ago

$100,000–$130,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Border Hill, NM6 days ago

$55,000–$75,000 Per Year

This position requires a strong understanding of financial reporting, budgeting, cost accounting, general ledger, account reconciliation, accounts payable, financial statements, financial analysis, accounting, and financial accounting. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Santa Fe, NM6 days ago

$60,000–$70,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will have a proven track record in account analysis, cash reports, grant tracking, and accounts receivable.

New!

Rio Rancho, NM1 day ago

Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English.

New!

Albuquerque, NM6 days ago

$15–$17 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing clinical assistance by performing routine tasks such as taking vitals, preparing patients for examinations, administering medication under the direction of a physician, and maintaining patient records.

New!

Albuquerque, NMToday

Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams.

New!

Albuquerque, NM6 days ago

$80,000–$100,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Senior Accountant will play a key role in managing monthly accounting functions, preparing and reviewing financial statements, and supporting tax planning and compliance activities for multiple clients.

Albuquerque, NM11 days ago

This role involves managing project teams, coordinating with internal and external stakeholders, and ensuring that projects are delivered on time, within budget, and in accordance with contract specifications. Additionally, the role includes managing branch operations, overseeing the critical path of projects, and ensuring optimal resource allocation and project planning.

Ruidoso, NM15 days ago

$95,388.80–$149,364.80

As the Medical Surgical/ICU Nursing Manager you will assist the Department Director in planning, directing and coordinating the operational, financial and personnel activities of the designated departments as well as provide clinical and operational leadership for areas assigned. Presbyterian is seeking a dedicated Medical Surgical/ICU Nurse Manager to join our team at Lincoln County Medical Center in Ruidoso, New Mexico, a community known for its fresh mountain air, outdoor adventure, and relaxed pace of life.

Albuquerque, NM12 days ago

The District Systems Analyst Manager plays a vital role in supporting multiple branch leadership teams by providing robust administrative, financial, and operational oversight. This role is instrumental in ensuring accuracy across timekeeping, billing, collections, and financial reporting while maintaining the integrity of operational data district wide.

Albuquerque, NM13 days ago

This role requires a strong leader with experience in high-volume, high-transaction industries who can thrive in a fast-paced, high-growth environment. The Controller will help oversee financial reporting, accounting, and compliance, ensuring accuracy, efficiency, and alignment with our expansion goals.

Albuquerque, NM8 days ago

$34.68–$52.95

Interviews and assesses each patient, family or other designated person(s) within 48 hours of admission in order to obtain financial, emotional, physical, social, functional and health care needs in order to define and recommend potential discharge plans, manage patient and family expectations, identify readmission risk and target interventions to reduce risk for readmission, and identify, adjust and manage barriers to discharge. In collaboration with the interdisciplinary team, the case manager supports the physician in facilitating patient care with the objective of enhancing the quality of patient outcomes and patient satisfaction while managing the cost of care and providing timely and accurate information to payers.

Rio Rancho, NM8 days ago

$34.68–$52.95

Rio Rancho, NM15 days ago

$95,388.80–$149,364.80

This role is responsible for managing daily clinic operations, leading and developing staff, ensuring regulatory compliance, optimizing patient flow, and collaborating closely with oncology providers and interdisciplinary teams to support exceptional outcomes for patients undergoing cancer treatment. The Nurse Manager for the Oncology Infusion Clinic provides clinical, operational, and administrative leadership to ensure the delivery of safe, high-quality, patient-centered infusion therapy services.

New!

Santa Fe, NM1 day ago

Manages subordinate personnel, prepares clinic budget, ensures data accuracy, prepares financial analyses, handles customer service issues and maintains provider/staff communications. Works closely with leadership to develop, implement, and maintain programs that enhance quality of care and achieve a high level of patient and provider satisfaction as well as meeting budgeted financial clinic performance.

New!

Albuquerque, NM1 day ago

Albuquerque, NM12 days ago

Full-time
Employee

HII Mission Technologies Internship programs are focused on placing transitioning military into internships that require KSAs, Education & Military Training similar to their current or previous military jobs; positions that could easily transition over to a full-time regular and permanent job with HII. DoD SkillBridge Internships are available to help transitioning active-duty military personnel gain real-world experience in the work force sometime during their final 180 days of active-duty service.

Albuquerque, NM12 days ago

$87,087–$123,000
Full-time
Employee

Develop and direct preparation and execution of comprehensive test plans, procedures and schedules for completing systems tests and evaluate results against specifications, requirements, and operational needs and acknowledge technical, schedule and cost constraints . Our workforce includes skilled tradespeople; artificial intelligence, machine learning (AI/ML) experts; engineers; technologists; scientists; logistics experts; and business administration professionals.

Albuquerque, NM12 days ago

$131,185–$155,000
Full-time
Employee

15 years of relevant experience with a bachelor's in related field, or 13 years of relevant experience with a master's in related field, 10 years of relevant experience with a PhD in related field, or High School Diploma or equivalent and 19 years of relevant experience . Develop and direct preparation and execution of comprehensive test plans, procedures and schedules for completing systems tests and evaluate results against specifications, requirements, and operational needs and acknowledge technical, schedule and cost constraints .

Santa Fe, NM30+ days ago

Remote

$45,000–$60,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Santa Fe, NM30+ days ago

$79,100–$158,200 Per Year

Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.

Los Alamos, NM30+ days ago

While working to achieve N3B LLCC objectives, ensures all activities and operations are performed in a safe and deliberate manner; maintains required safety, security and operational training; assures procedural and regulatory compliance; and makes safety, security and quality an integral part of every task, including taking the necessary steps to stop work if continuing the job is unsafe or compromises security. Advises management of the status of work in progress, material availability, inventory levels, and potential production or material supply disruptions to ensure that personnel, equipment, materials, and services are provided on-time and at an optimal cost.

Los Alamos, NM30+ days ago

The individual ensures: 1) that all assignments are completed on schedule through effective time management; 2) compliance with all applicable external and internal rules, regulations and procedures; 3) all documentation is maintained in configuration control of all financial information; 4) timely and effective communication and coordination within the Business Services Directorate along with timely definition and communication with the program/project and/or division personnel and management; 5) identifies and solves financial problems within work group being supported and 6) identifies change initiatives within area of responsibility and 6) supports cooperation and cohesiveness within work unit being supported. Essential Duties/Responsibilities (may include, but not limited to): While working to achieve N3B LLCC objectives, will ensure all activities and operations are performed in a safe and deliberate manner; will maintain required safety, security and operational training; assure procedural and regulatory compliance; and make safety, security and quality an integral part of every task; including taking the necessary steps to stop work if continuing the job is unsafe or compromises security.

Albuquerque, NM30+ days ago

Remote

Full-time

Technical Skills: Knowledge of basic contracting vehicles and guidance (Government Services Administration Schedule, Federal Acquisitions Regulations); expert skill at effectively and sensitively interacting with all management levels, the Board, and the government community; networking skills with external entities; data management expertise; knowledge of relational databases; proficient with Microsoft Word, Excel, Visio, and PowerPoint. • 15+ years' progressively responsible leadership experience with a proven track record of building and leading a solution delivery function; managing complex, highly technical projects across functions and business lines; translating strategic thinking into action plans and results; building relationships with senior leaders; and presenting to executive leadership .

Albuquerque, NM30+ days ago

The CFO collaborates closely with program, development leaders, the CEO, and Board of Directors to align financial strategy with mission impact, ensuring Catholic Charities' long-term sustainability and transparency. As a key member of the Executive Leadership Team, the CFO ensures the organization's fiscal integrity, long-term sustainability, and compliance with federal, state, and funding agency requirements.

Los Alamos, NM30+ days ago

While working to achieve N3B LLCC objectives, ensures all activities and operations are performed in a safe and deliberate manner; maintains required safety, security and operational training; assures procedural and regulatory compliance; and makes safety, security and quality an integral part of every task, including taking the necessary steps to stop work if continuing the job is unsafe or compromises security. Education and Experience Required:Bachelors' degree in appropriate discipline; however, a combination of education and relevant experience wherein the knowledge, skills and abilities to perform the position’s duties and responsibilities have been adequately demonstrated is acceptable.

Los Lunas, NM30+ days ago

$155,000–$190,000

Community Hospital Corporation owns, manages and consults with hospitals through CHC Hospitals, CHC Consulting and CHC ContinueCARE with the purpose to collaborate with partners and bring innovative solutions to support the vibrancy and accessibility of community healthcare. Lovelace is comprised of Lovelace Medical Group/New Mexico Heart Institute, Lovelace Women’s Hospital, Lovelace Medical Center, Heart Hospital of New Mexico at Lovelace Medical Center, Lovelace Westside Hospital, Lovelace Regional Hospital and Lovelace UNM Rehabilitation Hospital.

Crownpoint, NM30+ days ago

Performs data analysis to identify discrepancies in data and determines actions for resolutions; Maintains accurate student financial aid record keeping; Compiles reports as required by funding agency and weekly reports that include updates and/or concerns; Participates in the annual audit of student records. Collaborate effectively with University departments to actively support student debt intervention initiatives and ensure students are well informed on the areas of paying for college, financial literacy, and reducing the number of students finishing a semester with debt.

Las Cruces, NM30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Chad Peterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

LAS CRUCES, NM30+ days ago

We are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, retirement planning, and/or wealth management who is passionate about helping clients build and protect their financial future. Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services.

Santa Fe, NM11 days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Clayton, NM30+ days ago

$145,000–$170,000

S/he appraises the organization's financial position and issues periodic financial and operating reports; directs the hospital's financial planning, revenue cycle, payroll, and accounting practices; oversees and directs treasury, budgeting, audit, tax, purchasing, and real estate. The CFO develops and implements policies and procedures to include safeguarding of assets and adherence to generally accepted accounting principles; ensures proper accountability and reporting to federal and state agencies and all matters pertinent to a fiscally responsible flow of operations.

New!

Albuquerque, NM4 days ago

$70,000–$150,000 Per Year

Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well. We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and New Mexico communities.

Albuquerque, NM30+ days ago

Full-time

Lead Generation and Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community . Our mission is to provide financial solutions that build a secure future for our clients, and we're looking for driven individuals to help us make a lasting impact.

Roswell, NM27 days ago

$80,000–$239,200

For advisors continuing in a reduced-role production capacity, the ongoing classification is W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification, Form W-2 Box 13 "Statutory employee" checked) with commission-based compensation. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400.

Las Cruces, NM7 days ago

$125,000–$175,000

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Rio Rancho, NM30+ days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Holloman AFB, NM30+ days ago

Full-time

Albuquerque, NM30+ days ago

Full-time

Las Cruces, NM30+ days ago

Agency will provide an ample amount of leads to be worked, including internet leads, telemarketer leads, and direct mail support. As an Agent Aspirant, you will enjoy unlimited earning potential based upon sales, while learning the business firsthand.

Santa Fe, New Mexico16 days ago

COMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. This position will research, collect, review and monitor financial data in order to build timely and accurate financial models that are able to increase company profit through enhancements of operational efficiencies and resource utilization.

Only in, NM14 days ago

Remote

$26–$28 Per Hour

Preferred associate or bachelor’s degree and related experience in financial aid, higher education, student advising, enrollment services, student accounts, or customer service; or any satisfactory combination of education and experience which demonstrates the knowledge, skills, and abilities to perform the position. Analyze and evaluate financial aid eligibility for continuing and returning students and provide guidance regarding FAFSA completion, federal financial aid, Title IV eligibility, verification requirements, student loans, and funding options.

Albuquerque, NM30+ days ago

Full-time

Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth.

Albuquerque, NM30+ days ago

You have the revenue cycle instincts to spot risk early, the communication skills to educate with compassion, and the follow-through to secure real financial support for patients when it matters most. At Optimum, we help people become the best versions of themselves, combining cutting-edge medical science, biohacking, aesthetics, and human potential into a single ecosystem of vitality.

Las Cruces, New Mexico30+ days ago

MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.

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Financial Planning Jobs in New Mexico

Financial Planning Specialist Sabio Systems, LLC

CFO Jobot

Case Manager Jobot

Non Profit Accountant Jobot

Budget Analyst Jobot

Tax Manager Jobot

Project Accountant Jobot

Accountant Jobot

Financial Customer Associate - Bilingual - Albuquerque Fidelity Investments

Medical Assistant (Training Provided) Jobot

Financial Services Associate Fidelity Investments

Senior Accoutnant (Public) Jobot

Project Manager Roadsafe Traffic Systems

Nurse Manager - Medical Surgical/ICU Presbyterian Healthcare Services

District Systems Analyst Manager Roadsafe Traffic Systems

Controller Keenbee Talent Soluitions

RN Case Manager - Inpatient Care Coordination Presbyterian Healthcare Services

RN Case Manager Inpatient - Care Coordination Presbyterian Healthcare Services

Nurse Manager – Oncology Infusion Clinic Presbyterian Healthcare Services

Manager Practice II - Primary Family Med CHRISTUS Health

Manager Practice II - Primary Family Medicine CHRISTUS Health

Systems Test Engineer (SkillBridge Intern) - 26005 Company Confidential

Systems Test Engineer (Engineer Systems Test 3) - 28550 Company Confidential

Engineer Systems Test 5 - 28252 Company Confidential

Financial Planning Associate (Remote) Davis Family Financial LLC

Business Planning Manager-Ops Oracle

Project Control Manager (Planning & Integration) HII Nuclear Inc.

Financial Business Analyst HII Nuclear Inc.

VP, Planning & Program Mgmt TriWest Healthcare Alliance

Chief Financial Officer (CFO) Catholic Charities Of Central New Mexico

Project Controls Analyst/Estimator (Planning & Integration Program) HII Nuclear Inc.

Chief Financial Officer (CF0), Valencia County Hospital Community Hospital Corporation

Financial Aid Advisor Navajo Technical University

Financial Services Representative - State Farm Agent Team Member Chad Peterson - State Farm Agent

Financial Services Representative Chad Peterson - State Farm Agency

Financial Advisor/Wealth Manager Professions Inc

Chief Financial Officer, Union County General Hospital Community Hospital Corporation

Financial Advisor MassMutual New Mexico

Financial Specialist 17 Primerica

Career-Transition Partnership - For Financial Advisors Approaching Retirement WealthBridge Financial Group

Financial Consultant WealthBridge Financial Group

Personal Financial Counselor, Rio Rancho, NM Magellan Health Services, Inc.

Personal Financial Counselor, Holloman AFB Magellan Health Services, Inc.

Personal Financial Counselor- Albuquerque, NM Magellan Health Services, Inc.

Insurance and Financial Services Position - State Farm Team Member Chad Peterson - State Farm Agent

Financial Analyst Stride, Inc.

Financial Aid Re-Entry Coordinator California Institute of Applied Technology

Financial Solutions Coordinator New Freedom Financial LLC

Patient Financial Advocate Serv Recruitment Agency

Bilingual Financial Services Representative MCI Careers

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