Associate Attorney

Oath•Houston, TX

7d•Onsite

About The Position

Oath is hiring an Associate Attorney in Houston, Texas. This is an in-person, client-facing role, with an office location to be arranged for the attorney and clients. The attorney will be supported by mentor attorneys and advisors and will help clients make estate and financial planning decisions. Prior estate planning experience is not required; training will be provided. The role involves educating potential clients, conducting consultations, designing and reviewing personalized estate plans, and guiding clients through plan execution. The attorney will collaborate with attorneys, financial advisors, and client service professionals to provide integrated planning and responsive client service.

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.
A personal vehicle.

Responsibilities

Lead workshops and speaking events to educate potential clients on estate and financial planning options.
Meet with clients for consultations, gather necessary information, and help clients 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.