• Onboard new clients and provide structured guidance through our educational and software ecosystem. • Facilitate regular coaching sessions to ensure clients are progressing, staying accountable, and implementing key strategies. • Break down complex brokerage and trading concepts into actionable steps that drive client confidence and execution. • Identify client roadblocks, troubleshoot issues, and coordinate with internal teams as needed. • Maintain detailed records of client milestones, ensuring a high level of personalized support. • Foster a positive, motivating environment that empowers clients to achieve their goals.