Job Details
Job description
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.
We re 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 HYBRID. When you're hired, we'll work with you to set up an office in your market/state.
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
Customer service experience
No estate planning specific experience needed
Compensation & Benefits:
Generous Base With Bonus, Based on Experience
Continuous & Ongoing Attorney Mentorship
Flexible PTO
Health Insurance with Company Contributions to Premiums
Dental Insurance
Vision Insurance
Maternity/Paternity Leave After 1 Year of Employment
401k with Matching Benefits