Estate Planning Associate Attorney | Public Speaking

Oath

Elizabeth (NJ)

On-site

USD 90,000 - 140,000

Full time

9 days ago

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Benefits offered by this job

Flexible PTO

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Maternity/Paternity leave

Job summary

Oath seeks an Associate Attorney in Elizabeth, New Jersey, to lead estate and financial planning work for clients. You will educate clients at workshops, conduct detailed consultations, and design personalized plans that align with client goals.

The role emphasizes strong communication, public speaking, and a collaborative team environment with ongoing mentorship and professional development.

Qualifications

Juris Doctorate required and active law license.
Strong communication, problem-solving and time-management skills.
Comfort with public speaking and education-based sales.
Customer service experience preferred

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 align with client goals.
Lead document signing appointments, explain plans clearly and address 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 development.
Engage clients in integrated estate and financial planning discussions.
Respond promptly to client needs via email and phone.