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The Merrill Advantage – A Career Event for Aspiring Financial Advisors at Bank of America

Virtual

Hosted by:

Want to become a financial advisor at Bank of America and Merrill?

Do you possess an entrepreneurial spirit and are you passionate about working with people to help them reach their financial goals? Whether you’re already a FINRA licensed professional or you are considering pivoting into this growing industry, Bank of America and Merrill’s leaders and recruiters want to meet you.

Attendees came to explore the 800+ financial advisor roles available across the country — open to both licensed professionals and those new to the industry, while they:

📚 Learned about the Advisor Development Program
🔎 Discovered day-to-day life in the Advisor Development Program
💬 Connected with recruiters
💡 Decided if Bank of America and Merrill are right for you

Agenda:

3:00 PM ET / 12:00 PM PT - Event kickoff
3:05 PM ET / 12:05 PM PT - Welcome address from Hillary Henderson, Managing Director, Division ADP Executive, Mountain Pacific Division with Bank of America and Merrill
3:15 PM ET / 12:15 PM PT - Panel discussion moderated by Hillary Henderson featuring individuals at Bank of America and Merrill + audience Q&A featuring:
- Jessica Soquet, Merrill Financial Solutions Advisor
- Alicia Piz, Financial Advisor – Advisor Development Program
4:25 PM ET / 1:25 PM PT - Closing remarks
4:30 PM ET / 1:30 PM PT - Event concludes

About Bank of America: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference.

About PowerToFly: PowerToFly is a women-run platform that works with companies to identify skilled professionals for networking and recruiting opportunities. Over the past few years, we’ve produced 2,000+ events across the world with brands like Meta, American Express, Morgan Stanley, and Deloitte, resulting in countless hires. Make sure to check out our tips on how to make the most of your networking experience.

About PowerToFly’s Events: All RSVP’d attendees are welcome, regardless of race, color, religion, national origin, gender identity, pregnancy, physical or mental disability, or age. If you require assistance to participate in this event, please email hi@powertofly.com, and we will contact you to discuss your specific needs.

→ PowerToFly cannot admit outside recruiters to this event. Please email hi@powertofly.com if you have any questions about this policy.

Meet The Speakers

Hillary Henderson

Managing Director, Division ADP Executive, Mountain Pacific Division

Hillary Henderson is the Division ADP Executive for the for the Mountain Pacific Division. With over a decade of leadership experience at the firm, she is a passionate leader dedicated to developing advisors and delivering for our clients. In her current role, Hillary overseas advisor development across the 10 Merrill markets within the division and was previously the Consumer Investment FSA Executive for Central California and Northern Nevada. She began her career in finance at Smith Barney in La Jolla, California in 2005 as a Financial Advisor where she built a book of business and joined a successful team. She and her teammates joined our company in 2009 where she continued to work with high-net worth clients to develop asset strategies and investment models before moving into her first leadership role in 2013.

Jessica Socquet

Merrill Financial Solutions Advisor

Jessica Socquet is a Merrill Financial Solutions Advisor. She joined Bank of America Merrill in 2012 and held the role of FSA in the Orange Financial Center since 2014. Jessica was a Peer Mentor in her market where she aided in the training and development of newly hired Financial Solutions Advisors. She is also a former co-chair of Southern CT’s Employee Engagement Council Career Development Work Team.

Prior to joining Bank of America Jessica managed enterprise communication systems on the west coast. Jessica holds a Bachelor of Science degree in Telecommunications Management and a Masters in Business Administration. Currently, Jessica lives in Milford, CT with her two children and enjoys volunteering, traveling, skiing and is training for the next triathlon.

Alicia Piz

Financial Advisor – Advisor Development Program

Alicia Piz is currently a Financial Advisor at Merrill Wealth management in the final stage of the Advisor Development Program (ADP). After starting in the older version of the Financial Advisor Development Program (FADP) in 2019, she was part of the first class to transition to the new role of a Merrill Financial Solutions Advisor (MFSA) in 2021. Her client acquisition performance excelled and, again, Alicia was among the first in the nation to advance to the next role in 2023. Upon graduating ADP, she will become a core advisor in her local Merrill branch.

Prior to joining Merrill, Alicia was a small business owner for nearly 10 years. Inspired by the 6 knee surgeries she endured from college soccer and the soccer arena her parents owned during her childhood, she opened the largest sports performance training facility in San Diego at the age of 23. She credits that entrepreneurial drive for motivating her to pursue a wealth management career, and she remains involved with her passion for sports by being an active member of groups in the professional soccer, Olympic, and college NIL communities.