Associate Attorney
3 days ago
Job Title: Associate Attorney
Location: Madison, WI (Onsite)
Duration: Fulltime
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 Sales skills through communication, problem-solving, and persuasion techniques to deliver an exceptional estate and financial planning experience.
This position is client facing. When you're hired, we will locate and lease an office convenient for you and our clients.
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.
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 preferred
- Ability to work early evenings twice a month required
- Customer service experience preferred
- No estate planning specific experience needed
Job Type: Full-time
Pay: $110, $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
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