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About the Role
This is an in-person, client-facing position where you will support clients in navigating important life decisions regarding their legacy and future. No prior estate planning experience is required, as comprehensive training will be provided. The role is designed for attorneys seeking to make a personal impact and reimagine client approaches to life and legacy planning.
Responsibilities
- Lead workshops and speaking events to educate potential clients on estate and financial planning options.
- Meet with clients in consultations, gather necessary information, and help clients take action.
- Design and review personalized estate plans aligned with client goals.
- Guide clients through document signing appointments, ensuring complete understanding of 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 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.
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.
Skills
- Public speaking
- Persuasion
- Education-based sales
- Microsoft Office proficiency
- Apple software proficiency
- Customer service
Location
- Rochester, New York
Work Type
- In-person
- Client-facing
Experience Level
- Associate
Education Level
- Juris Doctorate
Salary/Compensations
- Competitive base salary with performance-based profit sharing structure
Benefits
- 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
About the Company
- Oath Law & Oath Planning focuses on estate and financial planning.
- The team consists of attorneys, financial advisors, and client service professionals nationwide.
- The company's mission is to help clients prioritize what matters through estate and financial planning.
- They foster a culture of collaboration, curiosity, and dedicated client service.
- The company values freedom, responsibility, and impactful work.
- They are committed to empowering their team to help thousands nationwide protect what matters to them.
- The company is growing quickly and expanding across the country.