2 days ago Be among the first 25 applicants
This range is provided by Oath Law. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range $70,000.00/yr - $80,000.00/yr
Oath Law & Oath Planning
Help more people than you can ever imagine. If you have charisma, are hardworking, love working with people, and want to work with an amazing team of likeminded people changing the world, we'll show you how.
At Oath we believe that we all get one short life and that you should make the most of it. We help our clients prioritize their lives through estate and financial planning.
We believe in great freedom and great responsibility. We believe in doing the hard work first. We believe there is a difference between busyness and effectiveness. We believe in empowering our team to help thousands of people nationwide.
Were looking for forward-thinking attorneys who desire to pursue a meaningful career impacting the estate and financial outcomes of our clients.
You will actively seek to bring on new clients by applying your communication, problem-solving, and persuasion skills to deliver an exceptional estate and financial planning experience.
This position is a client facing. When you're hired, we will locate and lease an office convenient for you and our clients.
You will host and speak at workshops throughout your metro-area, meet in person with probable clients for first consultations, inspire client's to take next steps, retain clients through your influence, conduct interim meetings, consult and design individualized estate plans, and document signing meetings with clients.
You will have mentor attorneys and advisors to work closely with you as you develop.
If you are comfortable with public speaking, delivering legal advice, education-based sales, influence, and persuasion, apply now .
If you are energized by helping others, making an impact on their community, and collaborating with a team of all-stars with the same mission and values in mind, apply now .
Responsibilities:
Hosting and speaking at public workshops, educate probable clients about all of their estate and financial planning options
Meeting with probable clients for first consultations and gathering all necessary information to make planning recommendations, and most importantly, aiding with the client to overcome procrastination and retain
Engaging clients to move forward with preparation of estate planning documents
Reviewing drafts of the estate plan to ensure the plan meets client needs and wishes
Utilizing your legal technical knowledge fiduciary responsibility to make recommendations to clients in order to create an exceptional, individualized plan
Conducting document signing appointments with clients including notarization of all documents while also explaining the plan, how it was designed based on their wishes and needs, and answering and addressing any and all concerns
Assessing any opportunities to provide integrated estate and financial planning
Recording detailed notes of all meetings and phone calls electronically within our client database
Meeting weekly with assigned mentor attorney to discuss any complicated client matters and obtain answers to technical legal questions and/or concerns
Communicating with clients, attorneys, financial advisors, and staff
Responding to client requests and needs via email and telephone
Working collaboratively with your team
Requirements:
Excellent time management, problem-solving, and communication skills
Juris Doctorate and Licensed as an Attorney
Computer skills including experience with Microsoft Office and Apple
Ability to work early evenings twice a month required
No estate planning specific experience needed
Generous Base With Bonus, Based on Experience
Health Insurance with Company Contributions to Premiums
Maternity/Paternity Leave After 1 Year of Employment
401k with Matching Benefits
Seniority level Seniority level Associate
Employment type Employment type Full-time
Job function Job function Legal and Sales
Industries Legal Services, Law Practice, and Trusts and Estates
Referrals increase your chances of interviewing at Oath Law by 2x
Inferred from the description for this job Medical insurance
Vision insurance
401(k)
Paid maternity leave
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