Job Description
We’re looking for our next team member to join our 6-Month Fast Track Program, a hands-on opportunity designed to launch a long-term career in sales and wealth management.This is not a typical entry-level role. It’s a high-performance training ground for someone ready to learn quickly, work hard, and grow into a client-facing, revenue-generating position. The right candidate will also be highly comfortable with AI tools and emerging technologies.Top performers will be sponsored, licensed, and fast-tracked into a full-time role.
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About us
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Siebert Financial is a distinguished brokerage and wealth management firm rooted in a legacy of resilience and innovation. Founded by Muriel Siebert, the first woman to own a seat on the New York Stock Exchange, the company is committed to providing accessible financial solutions for everyone. Learn more at www.siebert.com
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What You’ll Do (First 6 Months)
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- Support client service and account operations
- Assist with onboarding, documentation, and CRM management
- Learn the day-to-day operations of a high-performing wealth management practice
- Observe real client meetings and investment strategy discussions
- Contribute to strategic content creation for social media
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We will sponsor you to obtain:
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- (SIE) Securities Industry Essentials
- Series 7
- Series 66
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Top performers will transition into a client-facing, revenue-generating role, including:
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- Direct involvement in client outreach and meetings
- Hands-on sales experience
- Uncapped earning potential
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Compensation
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- Base salary during the program
- Uncapped earnings post-program
- Long-term career growth in wealth management
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Who We’re Looking For
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- Min 2-3 years of experience
- Highly organized and detail-oriented
- Ambitious, driven, and competitive
- Coachable with a strong work ethic
- Strong interest in sales, finance, and wealth building
- Comfortable using AI tools and technology
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Important
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- The first 6 months are foundational and operationally focused
- This is a high-expectation, high-growth environment
- Advancement is based on performance, not tenure
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Why This Role
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- Direct mentorship from an experienced wealth manager
- Early exposure to high-net-worth clients
- Fully sponsored licensing (SIE, Series 7, Series 66)
- Clear path: Intern → Licensed → High Earner
- Opportunity to be part of a firm with a historic legacy in finance
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This role isn’t for everyone, but for the right person, it can be life-changing.
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If you’re serious about building a future in wealth management, apply now!
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- Connect with us: https://www.instagram.com/siebertfinancial/
- https://www.instagram.com/richbehaviorsociety/
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