Associate Attorney

Oath•Charlotte, NC

26d•Onsite

About The Position

This role is an in-person, client facing position. When hired, we’ll secure an office location convenient for you and your clients. You’ll be supported by mentor attorneys and advisors as you grow within our team. We're looking for attorneys who want to help more people than they ever thought possible. If you're drawn to client work, self-motivated, and want to be part of something that's reimagining how people approach their life and legacy, we'd like to talk. This is a front-facing role. You'll work directly with clients who are navigating some of life's most important decisions: how to protect what they've built, provide for the people they love, and create clarity for the future. No prior estate planning experience required—we'll teach you everything you need to know. Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof. We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in. We believe in great freedom, great responsibility, and in doing the hard work first. We’re committed to empowering our team to help thousands of people nationwide protect what matters to them.

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
Reliable transportation—personal vehicle preferred

Responsibilities

Lead workshops and speaking events to educate potential clients on their estate and financial planning options
Meet with clients in consultations, gather necessary information, and help clients take action
Design and review personalized estate plans to ensure alignment with client goals
Guide clients through document signing appointments, making sure they understand their plans completely
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 ongoing guidance and professional development
Engage clients in integrated estate and financial planning discussions
Respond promptly and thoughtfully to client needs via email and phone