Oath Law & Oath Planning - Estate and Financial Planning
About The Role:
This role is an in-person, client facing position. This posting is utilized to garner interest across the nation. 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 team. We're looking for attorneys who want to help more people than they ever thought possible. If you're drawn to client work, self-motivated, and want to be part of something that's reimagining how people approach their life and legacy, we'd like to talk. You'll work directly with clients who are navigating some of life's most important decisions: how to protect what they've built, provide for the people they love, and create clarity for the future. No prior estate planning experience required—we'll teach you everything you need to know.
About The Team:
Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof. We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in. We believe in great freedom, great responsibility, and in doing the hard work first. We’re committed to empowering our team to help thousands of people nationwide protect what matters to them.
What You’ll Do:- Lead workshops and speaking events to educate potential clients on their estate and financial planning options
- Meet with clients in consultations, gather necessary information, and help clients take action
- Design and review personalized estate plans to ensure alignment with client goals
- Guide clients through document signing appointments, making sure they understand their plans completely
- 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
What We’re Looking For:- 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
What We Offer:- 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 where collaboration, respect, and shared purpose come first
Who Should ApplyThis role is for attorneys who want their work to matter on a personal level. You're someone who sees work not as a series of transactions, but as an opportunity to guide people through some of the most important decisions they'll make. You're comfortable in front of a room, energized by teaching and conversation, and equally at ease in one-on-one consultations where trust is built.
We're growing quickly, expanding across the country, and building teams in new markets. If rethinking what the legal and finance industry looks like excites you, we'd love to hear from you.
