Associate Attorney
About The Position
Oath is hiring an Associate Attorney in Greenville, South Carolina. This is an in-person, client-facing role, with an office location arranged to be convenient for the attorney and clients. The attorney will receive support from mentor attorneys and advisors while developing within the team. No prior estate planning experience is required; training will be provided. The role focuses on helping clients make decisions about protecting their assets, providing for loved ones, and planning for the future. It involves public education, client consultations, personalized estate plan design and review, document signing appointments, and discussions that integrate estate and financial planning. The attorney will collaborate with attorneys, advisors, and staff to provide coordinated client service and will meet weekly with a mentor attorney for guidance and professional development.
Requirements
- Juris Doctorate and an 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Ph.D. or professional degree
