Associate Attorney

Oath; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Mentorship and professional growth

Flexible PTO

Health, dental, and vision insurance

401(k) with matching

Parental leave after one year

Job summary

Oath is seeking attorneys for estate and financial planning to work in person with clients nationwide. You’ll lead workshops, meet with clients, design personalized plans, and coordinate with the team under mentor attorneys. This role emphasizes making complex decisions understandable and delivering compassionate service.

You'll join a culture that values collaboration, continuous learning, and impact. Training will cover estate planning basics, client education, and practical steps to help

Qualifications

• Juris Doctorate and active law license required.
• No prior estate planning experience required—we'll teach you everything you need to know.
• Strong written and verbal communication skills essential.

Responsibilities

• Lead workshops and speaking events to educate potential clients on estate and financial planning options
• Meet with clients in consultations, gather information, and help clients take action
• Design and review personalized estate plans to align with client goals
• Guide clients through document signing appointments, ensuring understanding of plans
• Collaborate with attorneys, advisors, and staff to deliver seamless client service
• Maintain detailed electronic records of client 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 and thoughtfully to client needs via email and phone

Skills

Strong communication

Problem-solving

Time management

Public speaking

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning - Estate and Financial Planning

About The Role

This role is an in-person, client facing position. This posting is utilized to garner interest across the nation. 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 team.

We're looking for attorneys who want to help more people than they ever thought possible.

If you're drawn to client work, self-motivated, and want to be part of something that's reimagining how people approach their life and legacy, we'd like to talk. You'll work directly with clients who are navigating some of life's most important decisions: how to protect what they've built, provide for the people they love, and create clarity for the future. No prior estate planning experience required—we'll teach you everything you need to know.

About The Team

Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof.

We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in.

We believe in great freedom, great responsibility, and in doing the hard work first. We’re committed to empowering our team to help thousands of people nationwide protect what matters to them.

What You’ll Do

• Lead workshops and speaking events to educate potential clients on their estate and financial planning options
• Meet with clients in consultations, gather necessary information, and help clients take action
• Design and review personalized estate plans to ensure alignment with client goals
• Guide clients through document signing appointments, making sure they understand their plans completely
• Collaborate with attorneys, advisors, and staff to deliver seamless client service
• Maintain detailed electronic records of client 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 and thoughtfully to client needs via email and phone

What We’re Looking For

• 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
• Reliable transportation—personal vehicle preferred

What We Offer

• Competitive base salary with performance-based profit sharing structure
• Continuous attorney mentorship and professional development
• Flexible PTO that recognizes and rewards longevity
• Health, dental, and vision insurance with company contributions
• 401(k) with matching
• Maternity and paternity leave after one year
• A culture-driven team where collaboration, respect, and shared purpose come first

Who Should Apply

This role is for attorneys who want their work to matter on a personal level. You're someone who sees work not as a series of transactions, but as an opportunity to guide people through some of the most important decisions they'll make. You're comfortable in front of a room, energized by teaching and conversation, and equally at ease in one-on-one consultations where trust is built.

We're growing quickly, expanding across the country, and building teams in new markets. If rethinking what the legal and finance industry looks like excites you, we'd love to hear from you.