Sales Assistant

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.

About us

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

What You’ll Do (First 6 Months)

• 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

We will sponsor you to obtain:

• (SIE) Securities Industry Essentials
• Series 7
• Series 66

Top performers will transition into a client-facing, revenue-generating role, including: 

• Direct involvement in client outreach and meetings 
• Hands-on sales experience 
• Uncapped earning potential

Compensation 

• Base salary during the program 
• Uncapped earnings post-program 
• Long-term career growth in wealth management

Who We’re Looking For

• 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

Important

• The first 6 months are foundational and operationally focused
• This is a high-expectation, high-growth environment
• Advancement is based on performance, not tenure

Why This Role

• 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 

This role isn’t for everyone, but for the right person, it can be life-changing.

If you’re serious about building a future in wealth management, apply now!

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