Associate Attorney: Estate & Financial Planning Mentor

Oath Planning, LLC; Scranton (Lackawanna County); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with matching

Flexible PTO

Maternity/Paternity leave

Job summary

Oath Law & Oath Planning - Estate and Financial Planning in Scranton, PA is hiring an Associate Attorney to join our client-focused team. You will educate clients, conduct consultations, and design estate plans to align with goals.

No prior estate planning experience required. You will work with mentor attorneys, participate in public workshops, and grow through ongoing professional development and a supportive, mission-driven environment.

Qualifications

• Juris Doctorate and active law license required.
• 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.
• Maternity/paternity leave after one year.

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 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

Skills

Communication

Public speaking

Time management

Sales approach

Customer service

Problem solving

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning - Estate and Financial Planning in Scranton, PA is hiring an Associate Attorney to join our client-focused team. You will educate clients, conduct consultations, and design estate plans to align with goals.

No prior estate planning experience required. You will work with mentor attorneys, participate in public workshops, and grow through ongoing professional development and a supportive, mission-driven environment.