Estate Planning Associate Attorney — Public Speaking & Client Planning

Oath Planning, LLC; Harrisburg (Dauphin County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with matching

Flexible PTO

Job summary

Oath Planning, LLC in Harrisburg, PA seeks an Associate Attorney to join our estate and financial planning team. The role involves client consultations, designing tailored plans, and leading signing appointments.

You'll work with mentor attorneys and staff to deliver proactive, client-centered service. The position emphasizes public workshops, clear communication, and a willingness to engage in education-based client outreach.

Qualifications

• JD required and active license to practice law.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking and education-based sales.
• Proficiency with MS Office and Apple software preferred.
• Customer service experience considered a plus.

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.

Skills

Public speaking

Communication

Time management

Sales persuasion

Customer service

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath Planning, LLC in Harrisburg, PA seeks an Associate Attorney to join our estate and financial planning team. The role involves client consultations, designing tailored plans, and leading signing appointments.

You'll work with mentor attorneys and staff to deliver proactive, client-centered service. The position emphasizes public workshops, clear communication, and a willingness to engage in education-based client outreach.