Associate Attorney

Oath Planning; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with matching

Flexible PTO

Maternity/Paternity leave after one y

Mentor attorney guidance

Job summary

Oath in Philadelphia seeks an Associate Attorney for its Estate and Financial Planning team. You’ll conduct client consultations, design tailored estate plans, lead signing appointments, and collaborate with mentors to deliver exceptional service.

Public workshops will educate potential clients about planning options and help clients take decisive steps toward their goals. No prior estate planning experience is required; you’ll receive ongoing mentorship, flexible PTO, and a supportive,

Qualifications

• Juris Doctorate and active law license.
• 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 preferred.
• Willingness to work early evenings twice a month.
• Mentorship and professional development offered.
• Flexible PTO and comprehensive benefits.

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 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 development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Skills

Strong communication

Problem-solving

Time management

Public speaking

Customer service

Attention to detail

Professional mentorship

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning - Estate and Financial Planning

Oath is hiring for an Associate Attorney in Philadelphia, 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.