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 email@example.com
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 Services 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 employees to perform industry-specific tasks, such as application submission and account transfer 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.
The purpose of this position is to consistently fill the Advisor’s schedule with qualified appointments. This is achieved by
implementing various marketing strategies such as coordinating local speaking engagements, community networking,
educational events with features speakers, media publications, radio show coordination, book publication and
distribution, appointment setting and rescheduling, and community branding. This position also oversees the
management of the Marketing Assistant in the implementation of events, seminar management, management of the
client concierge program, consistent prospect/client mailing such as monthly newsletters and weekly emails, calendar
management, prospect follow-up, and tracking the effectiveness of each marketing strategy. This position is also
responsible for managing the marketing budget and coordinating with the Marketing Assistant to track the return of
each marketing strategy.