Associate Attorney jobs in United States
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Oath Law · 1 day ago

Associate Attorney

Oath Law is dedicated to helping clients prioritize their lives through estate and financial planning. They are seeking an Associate Attorney who will host workshops, conduct client consultations, and design individualized estate plans while collaborating with a team to deliver exceptional service.

FinanceLegalProfessional Services
Hiring Manager
Aubrey Martin
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Responsibilities

Host and speak at public workshops to educate potential clients on estate and financial planning options
Conduct client consultations, gather necessary information, and help clients take action
Design and review individualized estate plans to ensure alignment with client goals
Lead document signing appointments, explain plans clearly, and address client questions
Collaborate with attorneys, advisors, and staff to deliver exceptional client service
Maintain detailed electronic records of meetings and communications
Meet weekly with a mentor attorney for ongoing guidance and professional development
Engage clients in integrated estate and financial planning discussions
Respond promptly to client needs via email and phone

Qualification

Juris DoctorateActive law licensePublic speakingCommunicationMicrosoft OfficeApple softwareCustomer serviceEducation-based salesProblem-solvingTime managementPersuasion

Required

Juris Doctorate and active law license
Strong communication, problem-solving, and time management skills
Comfort with public speaking, persuasion, and education-based sales
Willingness to work early evenings twice a month

Preferred

Proficiency in Microsoft Office and Apple software
Customer service experience

Benefits

Continuous attorney mentorship and professional development
Flexible PTO
Health, dental, and vision insurance with company contributions
401(k) with matching
Maternity/Paternity leave after one year

Company

Oath Law

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At Oath, estate and financial planning work together under one roof—a straightforward solution to clients juggling multiple advisors who rarely communicate.

Funding

Current Stage
Growth Stage

Leadership Team

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Rod Yancy
Founder and Estate Planning Attorney
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Company data provided by crunchbase