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Temporary Wealth Management Jobs (NOW HIRING)

$74 - $110/hr

Temporary Manager - Wealth Management Audit Location: Dallas, TX or New York, NY (Hybrid) Overview RSM is seeking an experienced Audit Manager to support Wealth Management audit activities within a ...

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$90 - $270/hr

Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers ... A summary of these offerings, which are generally available to active, non-temporary, full-time and ...

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Temporary Wealth Management information

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$61K

$95.6K

$156.5K

How much do temporary wealth management jobs pay per year?

As of Sep 2, 2026, the average yearly pay for temporary wealth management in the United States is $95,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What is the difference between Temporary Wealth Management vs Financial Advisor?

AspectTemporary Wealth ManagementFinancial Advisor
CertificationsOften requires certifications like CFP, CFA, or similarTypically requires CFP, CFA, or equivalent certifications
Work EnvironmentTemporary or project-based roles, often within financial firms or consultingOngoing client relationships, working in banks, advisory firms, or independently
Employer & Industry UsageUsed by firms offering short-term wealth management projectsCommonly employed by firms providing long-term financial planning

Temporary Wealth Management involves short-term, project-based roles focusing on specific client needs, while Financial Advisors provide ongoing, comprehensive financial planning services. Both roles require relevant certifications and work within the financial industry, but their scope and duration differ significantly.

How to get into temporary wealth management with no experience?

Entering temporary wealth management with no experience typically involves gaining relevant skills such as financial analysis, customer service, or sales, often through entry-level roles or internships. Certifications like the Series 7 or Series 66 can improve prospects, and strong interpersonal skills are essential in client-facing environments. Networking and demonstrating a willingness to learn can also help secure temporary positions in this field.
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What cities are hiring for Temporary Wealth Management jobs?

Cities with the most Temporary Wealth Management job openings:

What are the most commonly searched types of Wealth Management jobs?

The most popular types of Wealth Management jobs are:

What states have the most Temporary Wealth Management jobs?

States with the most job openings for Temporary Wealth Management jobs include:

Infographic showing various Temporary Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.

Temporary Manager - Wealth Management Audit

RSM US LLP

Dallas, TX • On-site

$74 - $110/hr

Other

Posted yesterday

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RSM US rating

8.2

Company rating: 8.2 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

9th of 23 rated bookkeepers and accountants


Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Temporary Manager – Wealth Management Audit

Location: Dallas, TX or New York, NY (Hybrid)

Overview

RSM is seeking an experienced Audit Manager to support Wealth Management audit activities within a large global banking environment. This role is responsible for leading risk-based audits from planning through reporting, and for evaluating governance, risk management practices, and internal controls across Wealth Management businesses.

Key Responsibilities
  • Lead and execute end-to-end internal audit engagements across Wealth Management functions.
  • Develop audit scopes, perform walkthroughs, identify key risks and controls, and oversee audit testing activities.
  • Assess the design and operating effectiveness of internal controls and risk management processes.
  • Identify control deficiencies, develop audit findings, and deliver clear, actionable recommendations.
  • Manage all phases of the audit lifecycle, including planning, fieldwork, issue development, and reporting.
  • Partner with business stakeholders, risk functions, and control teams throughout audit engagements.
  • Ensure audits are executed in accordance with internal audit standards, methodology, and regulatory expectations.
  • Mentor junior team members and contribute to overall engagement quality and execution.
Qualifications
  • 7+ years of experience in Internal Audit, Risk Management, Compliance, Controls, or a related function within financial services.
  • Proven experience leading and executing audits from planning through reporting.
  • Deep understanding of audit methodology, risk assessments, control evaluation, testing, issue development, and reporting.
  • Strong project management skills with the ability to manage multiple engagements and competing priorities.
  • Exceptional analytical, written, and verbal communication skills.
  • Ability to effectively engage stakeholders and present findings to leadership.
Preferred Experience
  • Wealth Management audit experience or strong knowledge of Wealth Management products, services, risks, and control environments.
  • Experience auditing one or more of the following areas:
    • Brokerage and investment advisory activities
    • Private banking
    • Trust and fiduciary services
    • Regulatory compliance within Wealth Management businesses
  • Experience within a large banking or financial services organization.
  • Familiarity with industry regulatory expectations and evolving risk trends impacting Wealth Management.
Work Arrangement

Hybrid work schedule based on business and engagement requirements.

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $54 - $80 per hour

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About RSM US

Sourced by ZipRecruiter

RSM US LLP is a leading provider of audit, tax, and consulting services focused on the middle market in the United States, and a member of the global accounting network RSM International. The company was founded in 1926 in Chicago, Illinois, under the name Irvings, Seligman & Co., and after several iterations, it adopted the name RSM US in 2015. Committed to understanding the clients' industry and providing focused insights, RSM has grown as a trusted advisor to more than 9,000 middle market leaders nationwide.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

Year founded

1926

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