Business Advisor

Chicanos Por La Causa, Inc. (CPLC); Phoenix (AZ); Hybrid; USD 52,000 - 64,000; Full time

Benefits offered by this job

Generous Paid Holiday

Paid Time Off & Paid Sick Days

Medical, Dental, and Vision for family

Job summary

Chicanos Por La Causa, Inc. (CPLC) seeks a seasoned business advisor to help small and medium‑sized entrepreneurs turn ideas into sustainable growth.

You will provide tailored guidance in business planning, operations, marketing, and financial management, and support borrowers through loan readiness and application processes. You will build strong relationships with clients, deliver one‑on‑one coaching, and facilitate workshops, webinars, and events that expand access to capital and business

Qualifications

• High School Diploma or Equivalent Required; Bachelor's degree in related field highly preferred.
• 2 years’ experience in various aspects of business management, including planning, operations, marketing, and finance.
• Ability to analyze and interpret business information to provide practical advice.
• Strong organizational and project management skills.
• Excellent communication and interpersonal skills; ability to convey complex concepts simply.
• Degree or certification in Business Administration, Management, or related field; continuous professional development.
• Flexibility to adapt to different working environments, including remote consultations, on-site visits, and flexible scheduling based on client availability.
• English/Spanish bilingual highly preferred.

Responsibilities

• Provide comprehensive business advising and technical assistance to SMB owners, helping them identify opportunities for growth and long-term success.
• Assess clients’ unique business needs and provide tailored guidance in planning, operations, marketing, and financial management.
• Support borrowers by helping them navigate the loan process, improve loan readiness, gather required documentation, and submit complete loan applications.
• Build meaningful relationships with entrepreneurs, deliver coaching, and facilitate workshops, webinars, and community events focused on education and access to capital.
• Communicate complex business concepts in clear and practical ways to expand economic opportunity in underserved communities.

Skills

Bilingual English/Spanish

Strong communication

Project management

Analytical thinking

Education

Bachelor's degree in related field

Degree or certification in Business Administration/Management

Job description

Help small businesses turn ideas into impact. YOU provide the guidance, resources, and support that help entrepreneurs grow and succeed!

Chicanos Por La Causa, Inc. (CPLC) is a non-profit organization and one of the largest Hispanic Community Development Corporations in the United States. The organization began with a group of student and community activists in 1967, and was incorporated and received non-profit status in 1969. CPLC is committed to empowering individuals through health & human services, housing, education, and economic development.

CPLC Prestamos is an award-winning Community Development Financial Institution (CDFI) and Community Development Entity that has provided small business loans and high-quality technical support services to business owners in underserved communities since 1980. CPLC Prestamos offers loan products, business consulting services, and investment opportunities throughout Arizona, California, Nevada, New Mexico, and Texas.

HOW WILL YOU MAKE AN IMPACT IN THIS ROLE?

You will provide comprehensive business advising and technical assistance to small and medium-sized business owners, helping them identify opportunities for growth, improve operations, and achieve long-term success.

You will assess each client’s unique business needs and provide tailored guidance in areas such as business planning, strategic planning, succession planning, operations, marketing, and financial management. You will support prospective borrowers by helping them navigate the loan process, improve loan readiness, gather required documentation, and submit complete loan applications.

You will build meaningful relationships with entrepreneurs, deliver one-on-one coaching, and facilitate workshops, webinars, and community events focused on business education and access to capital. You will communicate complex business concepts in clear and practical ways while supporting CPLC Prestamos' mission of expanding economic opportunity in underserved communities.

WHO YOU ARE?

You are a resourceful and relationship-focused professional who enjoys helping entrepreneurs overcome challenges and achieve their goals. You have a strong understanding of business operations, financial concepts, and community-based support services.

You are comfortable working with diverse audiences, managing multiple client projects, and adapting to different environments, including virtual consultations, client visits, and community events. You bring strong communication skills, sound judgment, and the ability to turn complex information into practical solutions that create real impact.

Minimum Qualifications And Competencies

• High School Diploma or Equivalent Required. Bachelor's degree in related field highly preferred.
• 2 years’ experience in various aspects of business management, including planning, operations, marketing, and finance. Bachelor's degree preferred.
• Ability to analyze and interpret business information to provide cohesive and practical advice tailored to the unique needs of each client.
• Strong organizational and project management skills, capable of handling multiple client projects simultaneously with attention to detail.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and effectively convey complex concepts in simple terms.
• Degree or certification in Business Administration, Management, or related field, complemented by continuous professional development in current business practices.
• Flexibility to adapt to different working environments, including remote consultations, on-site client visits, and flexible scheduling based on client availability.
• English/Spanish Bilingual Highly Preferred

Other requirements:

• Hybrid: This Position is performed onsite; however, it can also be done remotely with approval and proper coordination, on a non-permanent basis
• Must be at least 18 years of age
• Successfully pass a criminal background check.
• A personal, reliable vehicle is required for transportation to and from work, client locations, and events.
• Valid driver's license and proof of liability and property damage insurance on vehicle used is required as position will require travel within the state.
• Occasional evening and weekend hours will be required.

What does CPLC offer YOU as a valued employee?

• Generous Paid Holiday
• Employee Recognition Program
• Paid Time Off & Paid Sick Days
• Free Preventative Services & Wellness Rewards
• Medical, Dental, and Vision for Spouse/Domestic Partner & Children to age 26
• Health Savings Account & Flexible Spending Account
• Life + Disability options
• Employee Assistance Program
• Telemedicine & Concierge Services
• 401(k) Retirement Plan
• Pet Care, Life Mart Purchase Discounts
• Tuition Reimbursement for qualifying degrees
• Mileage & Cell Reimbursement for qualifying roles
• Identity Theft Protection & Voluntary Benefits

Chicanos Por La Causa, Inc. is an Equal Opportunity Employer.

CPLC knows it takes variety of thought, culture, background, and perspective to create a truly impactful workforce. As CPLC grows, we are seeking talented employees with varying backgrounds, cultures, perspectives, and experiences to support our innovation and creativity. CPLC commits to a continued focus on fair and just hiring, training, promotional practices, and policies. We work for real change and progress in equal opportunity recruitment, hiring, and advancement. Learn more by visiting https://www.eeoc.gov/poster

California Residents: Chicanos Por La Causa, Inc and its subsidiaries will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. Find out more about the Fair Chance Act by visiting the Civil Rights' Department Fair Chance Act webpage.