Estate & Financial Planning Associate Attorney - In Person

Oath Planning, LLC; Charlotte (NC); On-site; USD 95,000 - 145,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with matching

Flexible PTO

Mentorship program

Profit sharing

Maternity and paternity leave

Job summary

Oath Law & Planning - Estate and Financial Planning in Charlotte, NC is seeking an Associate Attorney for a client-facing, in-person role. You’ll work with clients on estate and financial planning decisions, guided by mentor attorneys and advisors to help you grow within the team.

No prior estate planning experience is required—we’ll teach you everything you need to know and support your development as you build a meaningful practice.

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 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 and ensure 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 development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Skills

Strong communication

Public speaking

Client-facing

Time management

Problem solving

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath Law & Planning - Estate and Financial Planning in Charlotte, NC is seeking an Associate Attorney for a client-facing, in-person role. You’ll work with clients on estate and financial planning decisions, guided by mentor attorneys and advisors to help you grow within the team.

No prior estate planning experience is required—we’ll teach you everything you need to know and support your development as you build a meaningful practice.