ERIN WATSON
WESTSHORE FINANCIAL GROUP
Tampa,FL
1
Certification
4
years of professional experience
People-focused professional with experience across recruiting, operations, onboarding, program coordination, relationship management, business development, and training. Known for building strong relationships, taking ownership of processes, coordinating multiple moving pieces, and creating positive experiences for the people and organizations I support. I’m motivated by meaningful work and opportunities to serve others, and I’m open to exploring roles across industries where I can contribute, grow, and make a genuine impact. Particularly interested in program and event coordination, operations, onboarding, client or advisor relations, employee development, recruiting, business development, and other people-facing opportunities
Work History
Advisor Onboarding & Operations Coordinator
10 Months- Owned the onboarding experience for newly contracted financial professionals, serving as a primary point of contact throughout documentation, licensing, system access, training, and integration into the firm.
- Managed onboarding workflows from initiation through completion, tracking progress, identifying outstanding requirements, communicating next steps, and coordinating with internal teams to keep new advisors moving forward.
- Acted as relationship bridge between newly onboarded advisors and firm leadership, communicating needs, answering questions, resolving issues, and ensuring support for successful transitions.
- Supported the development of a consistent and positive advisor experience by identifying process improvements, clarifying onboarding expectations, and helping new advisors successfully navigate their transition into the firm.
- Coordinated firm-wide training and development programs, including Boot Camp and Welcome Week, managing programming, logistics, and communications while collaborating with leadership.
- Enhanced advisor experience by identifying process improvements, clarifying onboarding expectations, and assisting new advisors in navigating their transitions.
Recruiting Coordinator
1 Year 7 Months- Coordinated recruiting activities for prospective financial professionals, managing candidate communication, interview scheduling, and follow-up to streamline recruiting operations.
- Cultivated relationships with candidates throughout the recruiting process, serving as the primary point of contact and embodying the firm’s culture and opportunities.
- Built and maintained relationships with candidates throughout the recruiting process, serving as the primary point of contact and representing the firm’s culture, opportunities, and professional environment.
- Partnered with firm leadership to coordinate recruiting, internship, and employee development initiatives and ensure candidates and interns received a consistent and professional experience.
- Managed internal recruiting reporting and pipeline, ensuring accuracy of information and facilitating follow-up among multiple internal stakeholders.
Business Development Associate
7 Months- Conducted outbound business development targeting nonprofit and community organizations in Tampa Bay area, enhancing local partnerships.
- Built relationships with prospective clients through consultative conversations and needs discovery, fostering trust and engagement.
- Conducted outbound business development targeting nonprofit and community organizations throughout the Tampa Bay area.
- Represented company through community outreach and marketing initiatives, increasing brand visibility and engagement.
Inside Sales Representative
10 Months- Managed contractor relationships through quoting, product sourcing, order fulfillment, and customer service, ensuring ongoing account support and satisfaction.
- Developed product and industry knowledge through rotational training across sales, warehouse operations, and inventory management, enhancing overall sales effectiveness.
- Coordinated with internal teams to resolve customer needs, ensuring accurate and timely order fulfillment that contributed to customer satisfaction.
Education
Bachelor of Arts - Human Communication
Activities and Leadership: Vice President, Club Softball; Lead Scholars; Best Buddies; Volunteer UCF
Skills
Program coordination
Training & development
Process improvement
Onboarding workflow management
Licensing coordination
Relationship management
Business development
Recruiting & candidate experience
CRM management
Cross-functional coordination
Accomplishments
IMPACT Award Winner
Certification
2-15 Life, Health, and Variable Annuity License
Timeline
Advisor Onboarding & Operations Coordinator
WESTSHORE FINANCIAL GROUP
10.2025 - 08.2026Read More
Recruiting Coordinator
WESTSHORE FINANCIAL GROUP
03.2024 - 10.2025Read More
Business Development Associate
SHOWTECH SOLUTIONS
08.2023 - 03.2024Read More
Inside Sales Representative
CONSOLIDATED ELECTRICAL DISTRIBUTORS (CED)
09.2022 - 07.2023Read More
UNIVERSITY OF CENTRAL FLORIDA
Bachelor of Arts from Human Communication
Read More