Associate Attorney

Oath•Charlotte, NC

9d•Onsite

About The Position

Oath is hiring an Associate Attorney in Charlotte, North Carolina. This is an in-person, client-facing role, with an office location secured to be convenient for the attorney and clients. The attorney will work directly with clients making important decisions about protecting their assets, providing for loved ones, and planning for the future. Prior estate planning experience is not required; training will be provided. The attorney will receive support from mentor attorneys and advisors and work alongside attorneys, financial advisors, and client service professionals to provide integrated estate and financial planning services.

Requirements

Juris Doctorate.
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.
Reliable transportation; a personal vehicle is preferred.

Nice To Haves

Proficiency in Microsoft Office and Apple software.
Customer service experience.

Responsibilities

Lead workshops and speaking events to educate potential clients about estate and financial planning options.
Meet with clients for consultations, gather necessary information, and help them take action.
Design and review personalized estate plans to ensure they align with client goals.
Guide clients through document-signing appointments and ensure they understand their plans.
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 guidance and professional development.
Engage clients in integrated estate and financial planning discussions.
Respond promptly and thoughtfully to client needs by email and phone.