Estate Planning Attorney: Public Speaking & Education

Oath; Harrisburg (Dauphin County); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary withcommission

Mentorship program

Flexible PTO

Health, dental, and vision insurance

401(k) with matching

Maternity/Paternity leave after one y

Job summary

Oath is seeking an Associate Attorney in Harrisburg, Pennsylvania to join our estate and financial planning team. No prior estate planning experience required, but you should be a licensed attorney ready to educate clients and collaborate with a forward-thinking group.

You will host workshops, conduct consultations, draft personalized plans, and guide clients through signing appointments. We offer mentorship, flexible PTO, comprehensive health coverage, a 401(k) with matching, and a

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 preferred.
• Customer service experience preferred.
• Willingness to work early evenings twice a month.

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

Public speaking

Client consultations

Persuasion

Problem-solving

Time management

Education-based sales

Customer service

Education

Juris Doctorate (JD)

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath is seeking an Associate Attorney in Harrisburg, Pennsylvania to join our estate and financial planning team. No prior estate planning experience required, but you should be a licensed attorney ready to educate clients and collaborate with a forward-thinking group.

You will host workshops, conduct consultations, draft personalized plans, and guide clients through signing appointments. We offer mentorship, flexible PTO, comprehensive health coverage, a 401(k) with matching, and a