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Associate Advisor Jobs in New Mexico (NOW HIRING)

H&R Block

Tax Advisor

Las Cruces, NM · On-site

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Relativity

Legal AI Advisor

Albuquerque, NM · On-site

The Legal AI Advisor will report to the Senior Director, Legal AI Consulting, based in the US ... Serve as a credible peer who can engage partners, associates, and in-house counsel confidently ...

New

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in New Mexico

Associate Advisor information

See New Mexico salary details

$11

$25

$44

How much do associate advisor jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for associate advisor in New Mexico is $25.13, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $28.89 per hour, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in New Mexico?

The most popular types of Advisor jobs in New Mexico are:

What are popular job titles related to Associate Advisor jobs in New Mexico?

For Associate Advisor jobs in New Mexico, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in New Mexico look for?

The top searched job categories for Associate Advisor jobs in New Mexico are:

What cities in New Mexico are hiring for Associate Advisor jobs?

Cities in New Mexico with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in New Mexico as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $52,273 per year, or $25.1 per hour.

Tax Advisor

H&R Block

Las Cruces, NM • On-site

Full-time

Posted 6 days ago

H&R Block rating

5.7

Company rating: 5.7 out of 10

Based on 295 frontline employees who took The Breakroom Quiz

149th of 154 rated financial services

Job description

About the Role
As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office.
  • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
  • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications - then provide clear, personalized recommendations
  • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
  • Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
  • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Required Qualifications
  • Successful completion of the H&R Block Tax Knowledge Assessment1
  • Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
  • Experience working in a client facing, consultative, or advisory role
  • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
  • Must complete continuing education and meet all other IRS and applicable state requirements
  • High school diploma / GED / equivalent required

Preferred Qualifications
  • Bachelor's degree in accounting, finance or a related field
  • 5+ years of experience in tax preparation, accounting, finance, bookkeeping
  • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
  • Experience completing complex returns, tax planning, audit support, or tax notice resolution
  • Familiarity with GoSystem or Ultratax software
  • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
  • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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