Imagine practicing law in a role where your primary responsibility is meeting with families, understanding their goals, and helping them protect everything they have worked for.
Safe Harbor Law Firm is seeking a bilingual English/Spanish-speaking attorney to join our expanding Fort Myers office. This is a relationship-driven, consultative position focused on helping clients make confident estate planning decisions. No prior estate planning experience is required. Through our comprehensive training and mentorship program, we will provide the tools, knowledge, and support needed to put you on the path toward becoming an estate planning expert within your first 60 days.
If you are an attorney with outstanding interpersonal skills, a heart for helping others, and the ability to build trust and guide important conversations, we would love to meet you.
Our firm’s Client Engagement Team is founded on the belief that estate planning and lifetime planning should provide families with peace of mind through a clear, simplified, and supportive process. We are seeking the right fit candidate to guide clients through some of life’s most important and often emotional decisions, combining strong legal judgment with empathy, confidence, and clarity. Hands on experience in elder law, long term care planning, Medicaid applications, and guardianship matters is a strong plus.
Key Responsibilities
Lead initial client consultations, helping individuals and families understand their estate planning, probate, trust administration, elder law, and guardianship options and confidently choose appropriate solutions.
Serve as a core member of the Client Engagement Team, converting qualified leads into clients through an educational, values based consultation process.
Maintain strong consultation outcomes, client satisfaction, and engagement expectations across all service areas.
Collaborate closely with attorneys, paralegals, and leadership to ensure a smooth client experience from onboarding through implementation.
Provide legal insight and oversight on complex matters when needed, including elder law and guardianship related issues, with minimal drafting required and dedicated drafting support provided.
Support firm growth by delivering consistent, high quality client interactions aligned with the firm’s mission and values.
Qualifications
Active Florida Bar license required.
Strong client facing consultation skills, experience in a high volume environment preferred.
Confident and compassionate communicator who can guide clients through complex and emotional decisions.
Excellent emotional intelligence, listening skills, and professional judgment.
High personal integrity and a commitment to exceptional client service.
What We Offer
Competitive salary with uncapped performance based bonuses.
Health, dental, vision, and life insurance benefits offered.
401(k) with employer match.
Paid time off and paid holidays.
Ongoing professional development and training opportunities.
Role appropriate hybrid flexibility balanced with an in office, client centered practice.
A collaborative culture where clients are engaged through service, education, and relationship building, not pressure.
The opportunity to make a measurable impact on both clients’ lives and the firm’s continued growth.
Ideal Candidate Profile
Empathetic, emotionally intelligent, and genuinely people focused.
A confident guide and educator who helps clients move from uncertainty to clarity and action.
Comfortable making thoughtful recommendations and leading client conversations toward informed decisions.
A collaborative senior attorney who enjoys contributing to team success and firm growth.
Thrives on client interaction and consultations, not paperwork heavy roles.
Highly organized, proactive, and results driven, with integrity at the core.
Numbers & Facts
Location
Fort Myers, FL
Job Type
Full-time
Skills
Attorneyunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
English Languageunmatched
Estate Planningunmatched
Family Planningunmatched
Health Insuranceunmatched
Interpersonal Skillsunmatched
Leadershipunmatched
Legalunmatched
Long-Term Careunmatched
Medicaidunmatched
Mentoringunmatched
Multilingualunmatched
Onboardingunmatched
Organizational Skillsunmatched
Probateunmatched
Sales Qualificationunmatched
Spanish Languageunmatched
Team Playerunmatched
Thought Leadershipunmatched
Training Programunmatched
Training/Teachingunmatched
Trust Lawunmatched
Vision Planunmatched
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