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.
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
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
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 StageRecent News
Business Journals
2022-04-11
Los Angeles Times
2022-01-14
Company data provided by crunchbase