Client-Facing Estate Planning Attorney – Mentored Growth

Oath; Greenville (SC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Profit sharing

Mentorship

Flexible PTO

Health insurance

Dental insurance

Vision insurance

401(k) matching

Parental leave

Collaborative culture

Job summary

Oath is seeking an Associate Attorney in Greenville, SC for an in-person, client-facing role. You will work with mentors to develop expertise in estate and financial planning, guiding clients through life and legacy decisions.

We welcome attorneys motivated to serve people at scale, with training provided. This front-facing position emphasizes teaching, room-level public speaking, and compassionate client service within a collaborative team across the country.

Qualifications

• 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.

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.

Skills

Strong communication

Problem-solving

Time management

Public speaking

Education-based sales

Microsoft Office

Apple software

Customer service experience

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath is seeking an Associate Attorney in Greenville, SC for an in-person, client-facing role. You will work with mentors to develop expertise in estate and financial planning, guiding clients through life and legacy decisions.

We welcome attorneys motivated to serve people at scale, with training provided. This front-facing position emphasizes teaching, room-level public speaking, and compassionate client service within a collaborative team across the country.