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Finance Professional Associate Jobs in Rio Rancho, NM

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Finance Professional Associate information

See Rio Rancho, NM salary details

$41.9K

$82.3K

$127.5K

How much do finance professional associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for finance professional associate in Rio Rancho, NM is $82,302.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,700.00 and $112,900.00 per year, depending on experience, location, and employer.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, data entry, and financial analysis to help ensure accurate financial management.

What jobs make $1,000,000 a year?

In the finance industry, roles such as hedge fund managers, private equity partners, and investment bankers can earn $1,000,000 or more annually, often through a combination of salary, bonuses, and profit sharing. These positions typically require advanced degrees, extensive experience, and strong analytical skills, with compensation heavily tied to performance and deal volume.

What can you do with associates in finance?

A finance professional associate typically performs tasks such as analyzing financial data, preparing reports, supporting budgeting and forecasting, and assisting with financial planning. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

What is the difference between Finance Professional Associate vs Financial Analyst?

AspectFinance Professional AssociateFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusSame as Associate, often with additional certifications like CFA or CPA beneficial
Work EnvironmentCorporate finance departments, accounting firms, or financial services companiesInvestment firms, banks, corporate finance teams, or consulting firms
Employer & Industry UsageUsed across various industries for entry to mid-level finance rolesPrimarily in investment, banking, and financial analysis sectors

The Finance Professional Associate and Financial Analyst roles share similar educational backgrounds and work environments. However, Financial Analysts often focus more on investment evaluation, market analysis, and financial modeling, whereas Finance Professional Associates may handle broader finance functions. Both roles are essential in finance teams, with the Analyst typically having a more specialized focus on financial data analysis.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may work closely with clients or internal teams to ensure accurate financial management.

What are some common challenges faced by Finance Professional Associates in their first year, and how can they overcome them?

Finance Professional Associates often encounter challenges such as adapting to fast-paced work environments, managing multiple deadlines, and learning complex financial systems. To overcome these, it’s helpful to develop strong time management skills, proactively seek feedback from mentors or senior team members, and take advantage of training resources provided by the employer. Building relationships with colleagues across departments also fosters collaboration and helps Associates gain a broader understanding of the organization's financial landscape.

What are the key skills and qualifications needed to thrive as a Finance Professional Associate, and why are they important?

To thrive as a Finance Professional Associate, you need a solid understanding of financial analysis, accounting principles, and a bachelor's degree in finance or a related field. Familiarity with financial modeling software, Excel, and enterprise resource planning (ERP) systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and collaborate with teams. These skills and qualities are crucial for ensuring accurate financial reporting, supporting decision-making, and maintaining organizational financial health.

What are Finance Professional Associates?

Finance Professional Associates are entry-level professionals who support financial operations within organizations. They typically assist with tasks such as budgeting, financial analysis, preparing reports, and ensuring compliance with financial regulations. This role often serves as a stepping stone for more advanced finance positions and helps individuals gain practical experience in financial management and analysis. Finance Professional Associates work closely with senior financial staff and may interact with other departments to gather and analyze data. Strong analytical skills, attention to detail, and proficiency in financial software are essential for success in this position.
Finance Professional Associate jobs near you
Financial Customer Associate - Albuquerque

Financial Customer Associate - Albuquerque

Fidelity Investments

Cedar Crest, NM • On-site

$14.75 - $20.25/hr

Full-time

Retirement

This job post has expired 2 days ago. Applications are no longer accepted.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services

Job description

Job Description:

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Albuquerque site.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​

What to expect…

As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.

  • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
  • In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Skills You Bring

  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required

The Value You Deliver

  • A passion for helping people
  • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
  • Provide outstanding customer service and communication via voice or digital channels

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 7:00am – 10:00pm MST

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Customer Service

Please 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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