Associate Attorney

Responsibilities

Host and speak at public workshops to educate potential clients on estate and financial planning options
Conduct client consultations, gather necessary information, and help clients take action
Design and review individualized estate plans to ensure alignment with client goals
Lead document signing appointments, explain plans clearly, and address client questions
Collaborate with attorneys, advisors, and staff to deliver exceptional client service
Maintain detailed electronic records of 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 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

Compensation & Benefits

Competitive base salary with performance-based commission structure
Continuous attorney mentorship and professional development
Flexible PTO
Health, dental, and vision insurance with company contributions
401(k) with matching
Maternity/Paternity leave after one year