Summary
Overview
Work History
Education
Skills
Certification
Academic Awards
Volunteer Activities
Languages
Timeline
Generic

Lydia Arnold

Columbia,SC

Summary

Dynamic Licensed Advisor at Cornerstone Wealth Advisory Group, adept at problem-solving and analytical thinking. Demonstrates strong skills in customer relationship management and regulatory compliance, ensuring clients receive tailored financial advice aligned with market trends. Committed to fostering client understanding through educational initiatives, and maintaining up-to-date knowledge of industry regulations.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Licensed Advisor

Cornerstone Wealth Advisory Group
Columbia, SC
01.2025 - Current
  • Crafted tailored financial plans based on client goals and risk assessments to enhance satisfaction.
  • Educated clients on financial options, empowering informed decisions for future security.
  • Maintained up-to-date knowledge of market trends and regulations to provide timely advice.
  • Fostered strong client relationships through proactive reviews and educational initiatives.
  • Facilitated regular client reviews, enhancing long-term strategies through effective communication.
  • Documented client interactions comprehensively to ensure compliance and streamline support processes.
  • Guided clients in retirement planning to improve financial stability and health coverage.
  • Empowered clients with knowledge about financial choices, fostering confidence in decision-making.
  • Participated in ongoing training and compliance activities.

Pharmacy Technician

Chapel Pharmacy
Cumberland, RI
06.2023 - 08.2023
  • Processed and verified prescription orders to ensure data accuracy and compliance.
  • Assisted customers with medication inquiries, improving service quality.
  • Entered prescriptions into system to maintain efficient workflow.
  • Prepared and labeled medications while adhering to safety standards.
  • Priced prescriptions to optimize cost-effectiveness for customers.
  • Facilitated communication between pharmacists and customers, fostering trust in medication management.
  • Partnered with healthcare professionals to clarify prescription details, reducing customer wait times.
  • Maintained accurate patient records and prescription logs, contributing to operational efficiency.
  • Maintained a clean and organized pharmacy workspace, adhering to safety and hygiene standards.

Pharmacy Clerk

Chapel Pharmacy
Cumberland, RI
05.2018 - 08.2023

Education

Bachelor of Arts - Criminology and Criminal Justice, Linguistics

University of South Carolina
Columbia, SC
05.2024

Skills

  • Insurance expertise
  • Sales and negotiation
  • Customer service and relationship management
  • CRM proficiency
  • Analytical thinking and problem solving
  • Verbal and written communication
  • Ethical decision making
  • Cash handling
  • Computer literacy
  • Microsoft Office 365 proficiency
  • Appointment scheduling
  • Prospecting strategies
  • Customer support

Certification

  • Certified Pharmacy Technician
  • South Carolina Insurance Producer License

Academic Awards

  • President’s List, 2021
  • Dean’s List, 2020, 2021, 2022, 2023

Volunteer Activities

  • Run to Home Base, Red Sox Foundation, Boston, MA, 02108
  • Father Bill’s & Mainstream, Brockton, MA, 02301

Languages

French
Limited

Timeline

Licensed Advisor

Cornerstone Wealth Advisory Group
01.2025 - Current

Pharmacy Technician

Chapel Pharmacy
06.2023 - 08.2023

Pharmacy Clerk

Chapel Pharmacy
05.2018 - 08.2023

Bachelor of Arts - Criminology and Criminal Justice, Linguistics

University of South Carolina

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Lydia Arnold