Associate Attorney

Oath • Sarasota, FL

7d

About The Position

Oath is hiring an Associate Attorney in Sarasota, Florida, to provide client-facing estate and financial planning services. The attorney will work directly with clients making 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 role involves educating prospective clients, conducting consultations, designing and reviewing personalized estate plans, and guiding clients through signing appointments. The attorney will collaborate with attorneys, financial advisors, and client service professionals, maintain electronic records, respond to clients by email and phone, and meet weekly with a mentor attorney for guidance and professional development. Oath will secure an office location convenient for the attorney and clients.

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.
• Personal vehicle.

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 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 provide 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 a 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.
• Collaborative, respectful, purpose-driven team culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Ph.D. or professional degree