Associate Attorney

Oath; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with matching

Flexible PTO

Maternity/Paternity leave

Mentorship program

Job summary

Oath is seeking forward-thinking attorneys who want to make a meaningful impact on the estate and financial outcomes of clients. This client-facing role places you in an office location convenient for you and your clients, with mentorship from senior attorneys and advisors as you grow within our mission-driven team.

Responsibilities include hosting public workshops, conducting client consultations, drafting and reviewing estate plans, leading document signings, collaborating with attorneys and

Qualifications

• JD required and active license to practice law.
• Strong communication, problem-solving, and time-management skills required.
• Comfort with public speaking, persuasion, and education-based sales.
• Proficiency with Microsoft Office and Apple software preferred.
• Customer service experience preferred.
• Willingness to work early evenings twice a month.

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 professional 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

Problem solving

Customer service

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

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

Compensation & Benefits

• 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.