Client-Facing Associate Attorney, Estate Planning

Oath

Village of Valley Stream (NY)

On-site

USD 90,000 - 150,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Oath is hiring an Associate Attorney in Valley Stream, NY for an in-person, client-facing role in estate and financial planning. You'll be supported by mentor attorneys and advisors as you grow within our team.

You will educate clients, meet in consultations, design and review estate plans, and guide signings to ensure clients understand their documents. JD and active law license are required; strong communication and public speaking skills are essential.

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.
Reliable transportation—personal vehicle preferred.

Responsibilities

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