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About the Role
This client-facing role involves guiding individuals through critical life decisions regarding estate and financial planning. The position offers support from mentor attorneys and advisors, with no prior estate planning experience required. The company is seeking motivated individuals passionate about helping clients protect their assets, provide for loved ones, and secure their future.
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
- Estate planning
- Financial planning
- Client consultations
- Public speaking
- Persuasion
- Education-based sales
- Microsoft Office proficiency
- Apple software proficiency
- Customer service
- Collaboration
- Communication
- Problem-solving
- Time management
Location
- Valley Stream, NY
Work Type
- In-person
- Client-facing
- Full-time
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, helping clients protect their assets, provide for loved ones, and create clarity for the future.
- The team consists of attorneys, financial advisors, and client service professionals dedicated to helping individuals make the most of their lives through comprehensive planning.
- The company values collaboration, effectiveness, and impact, fostering a supportive environment.
- They are committed to empowering their team to assist thousands nationwide.