Careers

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 jobs@reapfinancial.com

reap-careers-about

Mission Statement

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
lifetime learners

We value
generosity

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.

Marketing Strategist

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.

Benefits

401k

401(k), 401(k) Matching and Profit Sharing

health savings

Health Savings Account

pto

Paid Time Off

health

Health Insurance

life

Life Insurance

Dental and vision

Dental and Vision Insurance

Want To Learn More?

To inquire about opportunities, please email jobs@reapfinancial.com.