What are the responsibilities and job description for the Financial Advisor position at Pacific Coast Regional Corp?
Title : Financial Advisor
EOE Statement : We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
About the Organization : The primary mission of PCR Business Finance is the promotion of community economic development, through the delivery of financial, educational and advisory services to underserved small business persons and communities.
Category : Small Business Development Corp (SBDC)
Description :
PCR Business Finance Advisor Requirements
Financial Specialty
Part-Time Advisor
Become part of a growing organization that offers a wide array of financial, educational and consulting programs designed to promote economic development in the small business community. Pacific Coast Regional Small Business Development Corporation (PCR) is a private, non-profit 501 (C) 3 corporation formed in 1977 to help entrepreneurs take their place as vital contributors to the Southern California economy. Both the US Treasury and the California Organized Investment Network (COIN) certify PCR as a Community Development Financial Institution (CDFI). PCR is also a Small Business Development Center (SBDC) in partnership with the US Small Business Administration (SBA).
Overview
To start, grow, and succeed, small businesses must understand proper financial management and prepare their business to access capital. The Financial Specialist is critical in assisting clients with financial management, planning, and loan readiness.
Specialty Responsibilities
In addition to general advisor responsibilities, the Financial Specialty may perform the following financial-specific activities :
- Financial Assessment : Assess the client's financial goals and financial knowledge strengths and gaps. Help the client develop a plan for financial success.
- Financial counseling : Assist clients with preparing financial statements, loan packages, and cash flow projections
- Financial analysis : Analyze financial data and assist clients with developing financial projections. Assess typical questions asked in underwriting
- Business planning : Assist clients with developing business plans and marketing plans
- Business Banking : Help clients determine and access banking needs including interviewing a bank and setting up a business banking account
- Loan Packaging : Assist clients with loan packaging for a loan or line of credit including document development, and telling the financial story. Documents for presentation typically include Business Plans, applicants personal and business Financial Statements, Cash Flow Projections, Bank Statements, Tax Returns, Collateral, Permits, and Insurance.
- Financial Management : Assist client in developing day-to-day financial management including budget management, account reconciliations, and purchase order and invoice processing
- Credit Strategies : Assist the client with strategies to improve credit for access to capital
Specialty Skills and Qualifications
Employment Details
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Full-Time / Part-Time : Part-Time
Exempt / Non-Exempt : Non-Exempt
Location : Headquarters
Position : Financial Advisor
Position Requirements :
Specialty Responsibilities
In addition to general advisor responsibilities, the Financial Specialty may perform the following financial-specific activities :
Post Internal Days : 0
Hiring Manager(s) : Colette Moore
Open Date : 1 / 23 / 2025
Number of Openings : 1
PIb66986e1dfd2-26289-36569643
Salary : $60 - $65
