Estate Planning Attorney - Client-Focused Growth

Oath; United States; Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Mentorship and professional growth

Flexible PTO

Health, dental, and vision insurance

401(k) with matching

Parental leave after one year

Zusammenfassung

Oath is seeking attorneys for estate and financial planning to work in person with clients nationwide. You’ll lead workshops, meet with clients, design personalized plans, and coordinate with the team under mentor attorneys. This role emphasizes making complex decisions understandable and delivering compassionate service.

You'll join a culture that values collaboration, continuous learning, and impact. Training will cover estate planning basics, client education, and practical steps to help

Qualifikationen

• Juris Doctorate and active law license required.
• No prior estate planning experience required—we'll teach you everything you need to know.
• Strong written and verbal communication skills essential.

Aufgaben

• 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, ensuring 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 professional development
• Engage clients in integrated estate and financial planning discussions
• Respond promptly and thoughtfully to client needs via email and phone

Kenntnisse

Strong communication

Problem-solving

Time management

Public speaking

Ausbildung

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Jobbeschreibung

Oath is seeking attorneys for estate and financial planning to work in person with clients nationwide. You’ll lead workshops, meet with clients, design personalized plans, and coordinate with the team under mentor attorneys. This role emphasizes making complex decisions understandable and delivering compassionate service.

You'll join a culture that values collaboration, continuous learning, and impact. Training will cover estate planning basics, client education, and practical steps to help