Estate Planning Attorney - Client Impact & Growth

Oath Planning; Elizabeth (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with matching

Flexible PTO

Maternity/Paternity leave after one年

Job summary

Oath Law & Oath Planning in Elizabeth, New Jersey is seeking an Associate Attorney to join our estate and financial planning team. This client-facing role focuses on educating clients and designing personalized plans with the support of mentor attorneys.

You will conduct consultations, lead document signings, and collaborate with staff to deliver exceptional service while enjoying mentorship, flexible PTO, and comprehensive benefits.

Qualifications

• Juris Doctorate and active law license.
• Strong communication, problem-solving, and time management.
• 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.
• Continuous attorney mentorship and professional development.
• Flexible PTO and health, dental, and vision insurance with company contributions.
• 401(k) with matching; maternity/paternity leave after one year.

Responsibilities

• Host and speak at public workshops to educate potential clients on estate and financial planning options
• Conduct client consultations, gather necessary information, and help clients take action
• Design and review individualized estate plans to ensure alignment with client goals
• Lead document signing appointments, explain plans clearly, and address client 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 professional development
• Engage clients in integrated estate and financial planning discussions
• Respond promptly to client needs via email and phone

Skills

Communication

Problem solving

Time management

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning in Elizabeth, New Jersey is seeking an Associate Attorney to join our estate and financial planning team. This client-facing role focuses on educating clients and designing personalized plans with the support of mentor attorneys.

You will conduct consultations, lead document signings, and collaborate with staff to deliver exceptional service while enjoying mentorship, flexible PTO, and comprehensive benefits.