Estate Planning Attorney – Client-Focused & Mentorship

Oath; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Mentorship and professional growth

Flexible PTO that rewards longevity

Health, dental, and vision insurance

401(k) with matching

Maternity and paternity leave after 1+

Culture‑driven team

Job summary

Oath Law & Oath Planning – Estate and Financial Planning in Tampa, FL is seeking an Associate Attorney for a front‑facing role. You’ll work directly with clients navigating important decisions about protection, legacy, and future clarity.

No prior estate planning experience is required; we’ll teach you what you need to know. You’ll join a team of attorneys, financial advisors, and client service professionals dedicated to empowering clients nationwide.

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.
• 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 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.

Skills

Public speaking

Communication

Time management

Client education

Sales oriented

Education

Juris Doctorate

Active law license / Bar admission

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning – Estate and Financial Planning in Tampa, FL is seeking an Associate Attorney for a front‑facing role. You’ll work directly with clients navigating important decisions about protection, legacy, and future clarity.

No prior estate planning experience is required; we’ll teach you what you need to know. You’ll join a team of attorneys, financial advisors, and client service professionals dedicated to empowering clients nationwide.