Experience in public speaking and education-based sales
Proficiency in Microsoft Office and Apple software preferred
Customer service experience is a plus
Willingness to work early evenings twice a month
Responsibilities
Host public workshops to educate clients on estate and financial planning
Conduct client consultations and gather necessary information
Design and review individualized estate plans
Lead document signing appointments and address client questions
Collaborate with attorneys and staff for exceptional client service
Maintain detailed electronic records of meetings and communications
Engage clients in integrated estate and financial planning discussions
Benefits
Continuous attorney mentorship and professional development
Flexible PTO
Health, dental, and vision insurance with company contributions
401(k) with matching
Maternity/Paternity leave after one year
Full Job Description
Oath Law & Oath Planning - Estate and Financial Planning
Oath is hiring for an Associate Attorney in Elizabeth, New Jersey!
Responsibilities
Host and speak at public workshops to educate potential clients on estate and financial planning options
Conduct client consultations, gather necessary information, and help clients take action
Design and review individualized estate plans to ensure alignment with client goals
Lead document signing appointments, explain plans clearly, and address client questions
Collaborate with attorneys, advisors, and staff to deliver exceptional client service
Maintain detailed electronic records of 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 to client needs via email and phone
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
Compensation & Benefits
Competitive base salary with performance-based commission structure
Continuous attorney mentorship and professional development
Flexible PTO
Health, dental, and vision insurance with company contributions
401(k) with matching
Maternity/Paternity leave after one year
This position is client facing. We're looking for forward-thinking attorneys who want to make a meaningful impact on the estate and financial outcomes of clients. 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 mission-driven team. If you're energized by helping others, public speaking, and working collaboratively to make a lasting difference, apply now.
