Associate Attorney

Oath Planning, LLC; Harrisburg (Dauphin County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with matching

Flexible PTO

Job summary

Oath Planning, LLC in Harrisburg, PA seeks an Associate Attorney to join our estate and financial planning team. The role involves client consultations, designing tailored plans, and leading signing appointments.

You'll work with mentor attorneys and staff to deliver proactive, client-centered service. The position emphasizes public workshops, clear communication, and a willingness to engage in education-based client outreach.

Qualifications

• JD required and active license to practice law.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking and education-based sales.
• Proficiency with MS Office and Apple software preferred.
• Customer service experience considered a plus.

Responsibilities

• Host and speak at public workshops to educate potential clients on estate and financial planning options.
• Conduct client consultations, gather information, and help clients take action.
• Design and review individualized estate plans to align with client goals.
• Lead document signing appointments, explain plans clearly, and address 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 development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Skills

Public speaking

Communication

Time management

Sales persuasion

Customer service

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning - Estate and Financial Planning

Oath is hiring for an Associate Attorney in Harrisburg, Pennsylvania!

Help more people than you can ever imagine.

If you have charisma, are hardworking, love working with people, and want to work outside the box with an amazing team of like-minded people changing the world, we'll show you how. No prior Estate Planning Experience required.

At Oath we believe that we all get one short life and that you should make the most of it. We help our clients prioritize their lives through estate and financial planning.

We believe in great freedom and great responsibility. We believe in doing the hard work first. We believe there is a difference between busyness and effectiveness. We believe in empowering our team to help thousands of people nationwide.

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

Requirements

• Juris Doctorate and active law license
• Strong communication, problem-solving, and time management skills
• Comfort with public speaking, persuasion, and education-based sales
• Proficiency in Microsoft Office and Apple software preferred
• Customer service experience preferred
• Willingness to work early evenings twice a month
• Competitive base salary with performance-based commission structure
• 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

This position is client facing. We're looking for forward-thinking attorneys who want to make a meaningful impact on the estate and financial outcomes of clients. When hired, we'll secure an office location convenient for you and your clients. You'll be supported by mentor attorneys and advisors as you grow within our mission-driven team. If you're energized by helping others, public speaking, and working collaboratively to make a lasting difference,