Find & Apply For Personal Financial Advisor Jobs in Upper Saint Clair, Pennsylvania

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Financial Advisor:

Western Pennsylvania Market Pittsburgh, Pennsylvania; Upper Saint Clair, Pennsylvania; Pittsburgh, Pennsylvania Posted Nov 06, 2026

Apply Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's financial objectives. Job expectations include driving initiatives to maximize impact to clients and prospects, assisting with the execution of business development plans, understanding guidance on privacy and regulatory matters.

Responsibilities:

Handles inbound inquiries from leads regarding Merrill offering Positions the extensive capabilities of Merrill and Bank of America Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client interactions and opportunities within Salesforce accurately

Required Qualifications:

Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility Effective communication skills (written and verbal) Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Goal and results oriented with strong follow-through skills Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Possesses computer/technical literacy and is proficient in

Microsoft Word, PowerPoint, and Excel Desired Qualifications:

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Track record of quickly learning and adapting to new technologies, systems, and digital tools Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment

Skills:

Business Acumen Business Development Oral Communications Prospecting Wealth Planning Analytical Thinking Client Experience Branding Client Investments Management Portfolio Analysis Risk Management Active Listening Client Solutions Advisory Emotional Intelligence Referral Management

Trading Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

40 Apply Full time

JR-26041344

Travel:

Yes, 5% of the time Age requirement: Must at least be 18 years of age.

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Primary Location:

600 GRANT ST, PA, Pittsburgh, 15219 Opens in new window

Additional Locations:

180 FORT COUCH RD, Upper Saint Clair, Pennsylvania, United States Opens in new window 5862 Baum Blvd, Pittsburgh, Pennsylvania, United States Opens in new window Applicants with Disabilities Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please email us at candacc@bofa.com for reasonable accommodation requests. This email address is dedicated exclusively to assist job seekers who request an accommodation due to a disability. Only messages for this purpose will be considered, and a response may take up to two business days. Include the following information in your email: Full name, Phone number, Email address and the JR number (if applicable) to which you're applying.

Please note:

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MLLA:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC Opens in new window and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. © 2026 Bank of America Corporation. All rights reserved.