Associate Attorney

About the Role

This is an in‑person, client‑facing position located in Green Bay, Wisconsin. When hired, Oath will secure an office location convenient for you and your clients. You’ll be supported by mentor attorneys and advisors as you grow within the team. No prior estate planning experience is required—we’ll teach you everything you need to know. You will work directly with clients who are navigating some of life’s most important decisions: protecting what they’ve built, providing for the people they love, and creating clarity for the future.

About the Team

Our team is made up of attorneys, financial advisors, and client‑service professionals across the country who believe we all have one short life and should make the most of it. We help clients prioritize what matters through estate and financial planning, all under one roof. We value collaboration over competition, effectiveness over busyness, and impact over appearances. The culture emphasizes great freedom, great responsibility, and doing the hard work first, empowering the 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, ensuring they fully understand 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.

What We’re Looking For

• Juris Doctorate and an 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 a 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 Apply

This role is for attorneys who want their work to matter on a personal level—those who see work as an opportunity to guide people through some of the most important decisions they’ll make. You should be comfortable speaking in front of a room, energized by teaching and conversation, and equally at ease in one‑on‑one consultations where trust is built. As we expand quickly across the country, we’ll secure an office location convenient for you and your clients, and you’ll be supported by mentor attorneys and advisors as you grow within our team. If rethinking what the legal and finance industry looks like excites you, we’d love to hear from you.