Associate Attorney

Oath • Tampa, FL

7d • Onsite

About The Position

Oath is hiring an Associate Attorney in Tampa, Florida, to help clients with estate and financial planning. This is a front-facing role involving direct work with people 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 Associate Attorney will work alongside attorneys, financial advisors, and client service professionals across the country. The role emphasizes collaboration, client education, and personalized service. The attorney will receive ongoing mentorship and professional development, including weekly meetings with a mentor attorney. 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.
• Prior estate planning experience is not required; Oath will provide training.

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 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.
• A culture-driven team emphasizing collaboration, respect, and shared purpose.

What This Job Offers

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