Associate Attorney

Oath•Philadelphia, PA

48d•Onsite

About The Position

Oath Law & Oath Planning - Estate and Financial Planning is hiring for an Associate Attorney in Philadelphia, Pennsylvania. This role is for individuals who are charismatic, hardworking, enjoy working with people, and want to work outside the box with an amazing team of like-minded people changing the world. The firm helps clients prioritize their lives through estate and financial planning, believing in freedom, responsibility, effectiveness, and empowering the team to help thousands of people nationwide. No prior Estate Planning Experience is required.

Requirements

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