Oath Law · 15 hours ago
Associate Attorney
United States
Full-time
Remote
New Grad, Entry LevelOath Law is focused on reimagining how people approach their life and legacy through estate and financial planning. The Associate Attorney role involves leading workshops, meeting with clients, and designing personalized estate plans while collaborating with a team of professionals to provide seamless client service.
FinanceLegalProfessional Services
Hiring Manager
Aubrey Martin
Responsibilities
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
Qualification
Required
Juris Doctorate and active law license
Strong communication, problem-solving, and time management skills
Comfort with public speaking, persuasion, and education-based sales
Willingness to work early evenings twice a month
Preferred
Proficiency in Microsoft Office and Apple software
Customer service experience
Reliable transportation—personal vehicle
Benefits
Competitive base salary with performance-based profit sharing structure
Continuous attorney mentorship and professional development
Flexible PTO that recognizes and rewards longevity
Health, dental, and vision insurance with company contributions
401(k) with matching
Maternity and paternity leave after one year
Company
Oath Law
At Oath, estate and financial planning work together under one roof—a straightforward solution to clients juggling multiple advisors who rarely communicate.
Founded in 2010
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rod Yancy
Founder and Estate Planning Attorney
Recent News
Business Journals
2022-04-11
Los Angeles Times
2022-01-14
Company data provided by crunchbase