Associate Attorney

Oath•Phoenix, AZ

9d•Onsite

About The Position

Oath is hiring an in-person, client-facing Associate Attorney in Phoenix, Arizona. The company will secure an office location convenient for the attorney and clients, and provide support from mentor attorneys and advisors. No prior estate planning experience is required; training will be provided. The attorney will work directly with clients making decisions about protecting assets, providing for loved ones, and planning for the future. The role combines estate and financial planning, client consultations, education, and personalized plan development. The attorney will also collaborate with attorneys, financial advisors, and client service professionals as part of a nationwide team focused on integrated planning and 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.

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.