Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Stephanie Bearse
Open To Work

Stephanie Bearse

Amesbury

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

Financial AdvisorArea Fitness ManagerFitness DirectorCorporate Trainer

Work Type

Full Time

Location Preference

Hybrid
Location: Amesbury, US
Open to relocation: No

Salary Range

$65000/yr - $200000/yr

Summary

Dedicated Financial Advisor with a strong focus on relationship building and investment strategy development. Committed to educating clients and fostering trust, ensuring informed decision-making and retention.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
Amesbury, MA
01.2022 - 03.2026
  • Analyzed client financial needs and developed tailored investment strategies.
  • Cultivated relationships with clients to enhance trust and retention.
  • Educated clients on market trends and investment opportunities for informed decisions.
  • Managed client portfolios, ensuring alignment with long-term financial goals.

Area Fitness Manager

Town Sports International
Salisbury, MA
04.2019 - 09.2020
  • Led team of fitness professionals to enhance member engagement and retention strategies.
  • Developed and implemented innovative fitness programs tailored to diverse client needs.
  • Oversaw daily operations, ensuring adherence to safety standards and organizational policies.
  • Trained and mentored staff on best practices in customer service and fitness instruction.

Fitness Director

Latitude Sports Clubs
Salisbury, MA
04.2011 - 03.2019
  • Developed and implemented innovative fitness programs to enhance member engagement and retention.
  • Managed daily operations, ensuring high standards of facility maintenance and customer service.
  • Led a team of trainers, providing mentorship and performance evaluations to promote professional growth.
  • Analyzed member feedback to refine services, driving improvements in overall satisfaction and loyalty.

Corporate Trainer

Bally's Total Fitness
Woburn, MA
05.2001 - 06.2009
  • Developed and delivered engaging training programs for diverse employee groups.
  • Assessed training needs and customized content to enhance learning outcomes.
  • Implemented evaluation methods to measure training effectiveness and participant feedback.
  • Facilitated workshops on health, wellness, and fitness best practices for staff development.

Education

Bachelor of Science - Sports, Fitness & Leisure Activity

Salem State University
Salem, MA

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Pipeline management

Certification

  • Licensed [Job Title] - [Timeframe]

Timeline

Financial Advisor

Edward Jones
01.2022 - 03.2026

Area Fitness Manager

Town Sports International
04.2019 - 09.2020

Fitness Director

Latitude Sports Clubs
04.2011 - 03.2019

Corporate Trainer

Bally's Total Fitness
05.2001 - 06.2009

Bachelor of Science - Sports, Fitness & Leisure Activity

Salem State University