We're Hiring

Cloud Capital is actively seeking new team members in key areas. We are interested in finding the right people to help us change the industry and truly create a standard of SERVICE that puts the client’s interests first. We are currently expanding our organization and plan to add several new offices in major markets nationwide. The location of the offices will be determined by where we find the right PEOPLE, not by geography or regional economic demographics.

If you join our team, you'll enjoy:

• Full family health insurance
• 401k program with 10% company match
• Excellent working conditions that include participation on our Investment Committee, ongoing training and business development programs, and a stable future

NOTE: We believe in long-term relationships. We do not pay “up-front” signing bonuses that would force us to charge egregious fees to your clients. We do offer a retirement bonus payment program that is based on your practice revenue and is paid for several years during your retirement.

We have opportunities in ERISA consulting and private wealth management. We are not a sales based organization and we have no broker-dealer affiliation. We offer investment advisory services, fee-based asset management, fiduciary consulting / auditing, etc. The descriptions below characterize the basic criteria that a Cloud Capital candidate must meet. If they describe you, we want to talk!

Private Wealth Management

The current brokerage industry model is very BROKEN. Most registered reps know this and are searching for a smarter, more cost-effective, and client-friendly way of providing their value-added services to their clients. We have been developing a completely unique service model for over twenty years and we know

that the time is right to share it. In most cases, your clients will pay 35% - 50% less in total investment costs under our program – and you will still make as much or more than you do currently. If you meet the requirements below, we would like to show you how this can happen!

• Do you have an excellent regulatory and compliance track record?
• Have you earned the AIFA / AIF credential? (We will provide training as a prerequisite for an otherwise successful candidate.)
• Are you a seasoned industry professional with a strong, relationship oriented client base?
• Is your practice already fee-based? Are you ready to convert to a fee-based practice?
• Are you driven by a burning desire to “do the right thing”?

ERISA Services

Most of our best ideas have been developed in the ERISA marketplace. We have refined numerous cutting edge programs that simplify the fiduciary process for 401k investment committees, defined benefit plan sponsors, human resources teams, etc. Our programs are already in place serving small company plans as well as those of large, publicly traded plan sponsors. We are seeking individuals who:

• Have a strong working knowledge of ERISA
• Have a background serving ERISA clients (plan sponsors, investment committees, etc.)
• Have earned the AIFA / AIF credential (We will provide training as a prerequisite for an otherwise successful candidate.)
• Are ready to walk away from hidden fees, compensation from 12b-1, sub T/A, etc.
• Would like to see plan participants retire with as much financial security as the 401k plan’s advisors