Estate Planning Attorney — Client-Focused, Mentored Role

Oath; Charlotte (NC); Presencial; USD 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Mentorship program

Flexible PTO

Health, dental, and vision insurance

401(k) with matching

Parental leave

Descripción de la vacante

Oath Law & Oath Planning - Estate and Financial Planning in Charlotte, North Carolina, is hiring an Associate Attorney for an in-person, client-facing role. You’ll be supported by mentor attorneys and advisors as you grow within our team.

We’re looking for attorneys who want to help more people than they ever thought possible, guiding clients through critical life and legacy decisions with comprehensive estate planning services.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication

Problem solving

Time management

Public speaking

Persuasion

Education-based sales

Microsoft Office

Apple software

Customer service

Transportation

Educación

Juris Doctorate

Herramientas

Microsoft Office

Apple software

Descripción del empleo

Oath Law & Oath Planning - Estate and Financial Planning in Charlotte, North Carolina, is hiring an Associate Attorney for an in-person, client-facing role. You’ll be supported by mentor attorneys and advisors as you grow within our team.

We’re looking for attorneys who want to help more people than they ever thought possible, guiding clients through critical life and legacy decisions with comprehensive estate planning services.