Financial Advisor
firstneighbor
About this role
A Financial Advisor at First Neighbor Bank helps individuals, families, and businesses build and preserve wealth through financial planning and investment strategies. The role focuses on long-term relationships and providing tailored financial guidance with integrity.
Skills
Qualifications
About firstneighbor
firstneighbor.comFirst Neighbor Bank is a community bank offering a full slate of financial services, including personal and business banking, investments, and tax and accounting support. It blends accessible digital tools with personalized guidance to help customers manage everyday finances, grow wealth, and stay compliant with tax requirements. Serving individuals and small businesses, the bank emphasizes local relationships and practical, straightforward financial solutions. Whether it’s everyday deposits, loans, wealth planning, or tax prep, First Neighbor Bank aims to simplify money management with trusted expertise.
About firstneighbor
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for firstneighbor.
Salary
$75k – $110k
per year
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