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Associate Attorney

Oath Inc

Oath Law & Oath Planning - Estate and Financial PlanningInterested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.About The RoleOath is hiring for an Associate Attorney in Charlotte, North Carolina!This role is an in-person, client facing position. 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.What You'll DoLead workshops and speaking events to educate potential clients on their estate and financial planning optionsMeet with clients in consultations, gather necessary information, and help clients take actionDesign and review personalized estate plans to ensure alignment with client goalsGuide clients through document signing appointments, making sure they understand their plans completelyCollaborate with attorneys, advisors, and staff to deliver seamless client serviceMaintain detailed electronic records of client meetings and communicationsMeet weekly with a mentor attorney for ongoing guidance and professional developmentEngage clients in integrated estate and financial planning discussionsRespond promptly and thoughtfully to client needs via email and phoneWhat We're Looking ForJuris Doctorate and active law licenseStrong communication, problem-solving, and time management skillsComfort with public speaking, persuasion, and education-based salesProficiency in Microsoft Office and Apple software preferredCustomer service experience preferredWillingness to work early evenings twice a monthReliable transportation—personal vehicle preferredWhat We OfferCompetitive base salary with performance-based profit sharing structureContinuous attorney mentorship and professional developmentFlexible PTO that recognizes and rewards longevityHealth, dental, and vision insurance with company contributions401(k) with matchingMaternity and paternity leave after one yearA culture-driven team where collaboration, respect, and shared purpose come firstWho 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.About The TeamOur 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. xhyhwjd We're committed to empowering our team to help thousands of people nationwide protect what matters to them.

Vacancy posted 4 days ago
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