Client-Facing Estate & Financial Planning Attorney

Oath Planning; City of Rochester (NY); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Mentorship program

Flexible PTO

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Maternity and paternity leave

Job summary

Oath Law & Oath Planning in Rochester, NY is seeking an Associate Attorney for an in-person, client-facing role. You’ll work directly with clients navigating important decisions about estate and financial planning, with mentorship support as you grow within the team.

No prior estate planning experience is required—we’ll teach you everything you need to know. You’ll join a collaborative team of attorneys and advisors dedicated to empowering clients nationwide to protect what matters, with an

Qualifications

• Juris Doctorate from an accredited law school and an active bar license.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking and education-based discussions.
• Proficiency in Microsoft Office and Apple software preferred.

Responsibilities

• Lead client consultations to understand estate and financial planning needs.
• Design and review personalized estate plans aligned with client goals.
• Guide clients through document signing appointments and ensure understanding of plans.
• Collaborate with attorneys, advisors, and staff to deliver seamless service.
• Maintain detailed electronic records of client meetings and communications.
• Participate in weekly mentor attorney meetings for guidance and development.

Skills

Strong communication

Time management

Public speaking

Customer service experience

Education

Juris Doctorate

Active law license

Job description

Oath Law & Oath Planning in Rochester, NY is seeking an Associate Attorney for an in-person, client-facing role. You’ll work directly with clients navigating important decisions about estate and financial planning, with mentorship support as you grow within the team.

No prior estate planning experience is required—we’ll teach you everything you need to know. You’ll join a collaborative team of attorneys and advisors dedicated to empowering clients nationwide to protect what matters, with an