About REAP Financial Group
REAP Financial is a boutique family-owned investment advisory firm that has worked with families in the Austin area for 15 years. We specialize in retirement and work with high net worth individuals and families in ensuring a secure retirement. Our team works closely with each family we bring on in developing a comprehensive retirement plan including investment management, tax mitigation strategies, Social Security & Medicare planning, and more.
To inquire about opportunities to join our team please email us at firstname.lastname@example.org
Empowering families to reimagine what matters most
Our Core Values
Always act in the best interest of our clients
Always do the right thing. Period.
Commitment to be
Current Open Positions
Client Service Specialist
The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. The position requires employee to perform industry specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.