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Virtual Financial Group Jobs in Santa Rosa, CA (NOW HIRING)

RN - Rehabilitation (Travel)

Napa, CA ยท On-site

$2.3K - $3.1K/wk

Brooksource, Medasource, and Calculated Hire are part of the Eight Eleven Group family of companies ... like virtual counseling, financial services, legal services, life coaching, etc. Pay Disclaimer:

... Virtual : Control your career growth at your own pace with maximum flexibility. * Financial ... Group. We are committed to supporting your personal and professional growth every step of the way.

... Virtual : Control your career growth at your own pace with maximum flexibility. * Financial ... Group. We are committed to supporting your personal and professional growth every step of the way.

... Virtual : Control your career growth at your own pace with maximum flexibility. * Financial ... Group. We are committed to supporting your personal and professional growth every step of the way.

... Virtual : Control your career growth at your own pace with maximum flexibility. * Financial ... Group. We are committed to supporting your personal and professional growth every step of the way.

... Virtual : Control your career growth at your own pace with maximum flexibility. * Financial ... Group. We are committed to supporting your personal and professional growth every step of the way.

... Virtual : Control your career growth at your own pace with maximum flexibility. * Financial ... Group. We are committed to supporting your personal and professional growth every step of the way.

... Virtual : Control your career growth at your own pace with maximum flexibility. * Financial ... Group. We are committed to supporting your personal and professional growth every step of the way.

Help protect the financial security and peace of mind of retirees who spent their careers serving ... Educate clients through one-on-one consultations, seminars, webinars, and/or group presentations.

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Virtual Financial Group information

See Santa Rosa, CA salary details

$12

$26

$37

How much do virtual financial group jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for virtual financial group in Santa Rosa, CA is $26.68, according to ZipRecruiter salary data. Most workers in this role earn between $22.36 and $29.95 per hour, depending on experience, location, and employer.

What is a Virtual Financial Group?

A Virtual Financial Group is a team or organization of financial professionals who operate primarily online, providing services such as financial planning, investment advice, and insurance solutions to clients remotely. These groups leverage digital tools and virtual communication platforms to interact with clients, allowing for flexible, accessible, and often cost-effective financial services. Members of a Virtual Financial Group may include financial advisors, planners, and other specialists who collaborate to meet clients' financial needs. This model is especially popular with clients who prefer online or remote services rather than traditional, in-person meetings.

What are the key skills and qualifications needed to thrive as a Virtual Financial Advisor?

To thrive as a Virtual Financial Advisor, you need a solid background in finance, investment strategies, and financial planning, often supported by a bachelor's degree and certifications like CFP or Series 7. Familiarity with financial planning software, CRM systems, and secure virtual meeting platforms is typically required. Strong communication, relationship-building, and time management skills help set outstanding advisors apart in a remote environment. These competencies are vital for delivering effective, compliant financial advice and building trust with clients virtually.

How does a Virtual Financial Group professional typically collaborate with clients and team members in a remote environment?

Virtual Financial Group professionals primarily interact with clients and colleagues through digital communication platforms such as video conferencing, secure messaging, and cloud-based document sharing. This structure requires excellent communication skills and the ability to build trust remotely. Regular virtual meetings, digital collaboration tools, and proactive updates are essential for staying connected with both clients and team members. Emphasizing organization and responsiveness helps ensure smooth workflows and high-quality service, despite the lack of in-person interactions.

What is the difference between Virtual Financial Group vs Financial Advisor?

AspectVirtual Financial GroupFinancial Advisor
CredentialsTypically requires licensing such as Series 6, Series 7, or insurance licensesOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentPrimarily remote, independent contractor modelCan be in-office or remote, client-facing
Industry UsageUsed by network marketing companies offering financial productsIndependent or employed professionals providing financial planning
Common Search/ComparisonYesYes

Virtual Financial Group is a network marketing company that offers financial products through independent representatives, often requiring licensing. Financial Advisors are licensed professionals providing personalized financial planning and investment advice. While both roles involve financial services, Virtual Financial Group focuses on product distribution via a remote, independent model, whereas Financial Advisors typically work directly with clients in a more traditional setting.

What cities near Santa Rosa, CA are hiring for Virtual Financial Group jobs?

Cities near Santa Rosa, CA with the most Virtual Financial Group job openings:

Infographic showing various Virtual Financial Group job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $55,485 per year, or $26.7 per hour.

Chief Financial Officer - Sonoma County (Santa Rosa)

Providence Health Plan Group

Santa Rosa, CA โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Job description

Description

Calling all Esteemed Leaders! Are you a finance leader who excels at driving operational performance, partnering with healthcare leaders, and translating financial insights into meaningful outcomes? Do you thrive in dynamic healthcare environments where strategic thinking, fiscal stewardship, and collaborative leadership are essential to organizational success? This leadership opportunity invites your expertise.

The Role:

The Ministry CFO is a member of the service area finance team and sits on local ministry leadership teams. This position is accountable for financial leadership for ministries in Santa Rosa, Petaluma and Healdsburg working with the local leaders to set strategies and lead efforts to achieve operational goals and budgets for the ministries.

This role contributes to delivering transformation efforts for the service area. The Ministry CFO will represent the local ministries in a finance leadership role with joint ventures and related boards or management teams as assigned by the Service Area CFO.

This person will have shared accountability for local ministry performance and will partner closely with system shared services to achieve results. The Ministry CFO reports directly to the Service Area CFO but has matrixed accountability to local ministry leadership teams.

What You\'ll Do:

  • Carry out the mission, vision and values of Providence St. Joseph Health.

  • Provide financial leadership to ensure achievement of ministry operating results and strategies as delegated by the Service Area CFO and local ministry leadership.

  • Work with local ministry leadership teams to solve problems and implement strategies or tactics that improve the financial performance of the ministries and service area.

  • Drive the details and strategy for ministry operating and capital budgets.

  • Manage to appropriate financial benchmarks and reporting indicators for the budgets.

  • Assist the Service Area CFO with monthly operating reviews.

  • Serve on joint venture boards or committees as delegated by Service Area CFO or local ministry leadership.

  • Be accountable for working closely with shared services partners in revenue cycle, system accounting, analytics and reimbursement on monthly financial reporting for the ministry; real estate, resource engineering, hospitality and other shared services teams to performance manage results for the ministry.

  • Serve as the ministry finance liaison on local or geographic boards and committees as appropriate; communicate to core leaders and employees regularly on financial related items.

  • Serve as finance partner to clinical and operations for productivity and workforce management.

  • Lead monthly forecasting and forecast updates as necessary, socializing with local ministry leadership and Service Area CFO.

What Youโ€™ll Bring:

Education & Credentials

  • Bachelor's Degree in Accounting or Finance related field.

  • Master's Degree in Accounting or Finance related field (preferred).

  • Preferred upon hire: Certified Public Accountant (CPA).

  • Preferred upon hire: HFMA or FACHE.

Experience & Expertise

  • 10 or more years of closely related experience.

  • 10 or more years of experience in a leadership role .

Professional & Leadership Capabilities

  • Ability to use mathematical methods or formulas to solve a problem.

  • Ability to analyze and interpret financial data, choosing best solutions to solve problems.

  • Working knowledge of productivity and workforce management principles and processes.

  • Demonstrated problem-solving skills.

  • Knowledge of financial principles and practices and the ability to apply them effectively.

Communication / Interpersonal

  • Effective written communication skills as appropriate for the needs of the audience.

  • Ability to develop and deliver effective presentations; live, via online or virtual mediums.

  • Excellent collaboration and team building skills.

  • Effective conflict management skills.

  • Ability to effectively build relationships with customers, executive management, and other stakeholders through positive interaction and problem identification and resolution.

Healthcare

  • Broad knowledge and understanding of the trends and changes taking place in health care.

Decision Making / Organization Skills

  • Ability to represent the company with external customers/clients.

  • Demonstrates a high level of accuracy, even under pressure.

  • Demonstrates excellent judgment and decision-making skills.

  • Excellent organizational skills.

  • Ability to exercise sound judgment and make decisions based on accurate and timely analysis.

Productivity

  • Ability to work within tight time frames and meet strict deadlines.

  • Ability to drive multiple projects to successful completion.

  • Ability to prioritize responsibilities and organize workload to ensure that time frames are met and work is successfully completed within deadlines.

  • Demonstrated ability to define, develop, and analyze performance measures and metrics.

Project Management

  • Demonstrated project management skills.

  • Demonstrated planning and project oversight/management skills.

  • Demonstrated skills in project plan design and implementation; directing projects, coordinating the work of operational teams, and managing project budgets.

  • Effectively manages to project deadlines and escalates issues as appropriate .

Technical / Mechanical

  • Working knowledge of desktop software applications (e.g., MS Outlook, Word, Excel, Access, Internet, Email).

  • Knowledge of basic office practices, procedures, machines and equipment.

  • Demonstrable working knowledge of spreadsheet, database, word processing and desktop publishing software.

  • Knowledge of the use of health information technology to improve care (e.g., electronic medical records, disease registries, websites, IVR).

Why Join Us?

  • Strategic Financial Leadership: Serve as a key finance leader supporting multiple ministries and influencing operational and strategic decision-making.

  • Operational Impact: Drive financial performance, budgeting, forecasting, workforce management, and transformation initiatives across a complex healthcare environment.

  • Executive Partnership: Collaborate closely with ministry executives, operational leaders, shared services teams, and joint venture partners.

  • Stewardship & Growth: Help ensure strong fiscal performance while supporting investment in exceptional patient care and community service.

  • Missionโ€‘Driven Work: AdvanceProvidence's mission through responsible stewardship of financial resources and operational excellence.

Ready to Shape the Future of Healthcare?

If you are a collaborative finance leader with a passion for healthcare, operational excellence, and strategic stewardship, we encourage you to apply.

. The full pay range is listed in accordance with applicable law. Final compensation will be determined based on qualifications, experience, organizational compensation alignment, and the approved hiring department budget for the position. This position may also be eligible for incentive compensation and benefits.

At Providence we believe in the importance of human connection and the impact of in-person collaboration towards team cohesion and caregiver engagement. Further, we want our leaders to live in or near the communities we serve. Therefore, leaders applying for this role will be required to work a hybrid schedule, which consists of three days onsite, two days remote and live within a reasonable commuting distance to the ministry or service area they support and lead.

About Providence

At Providence, our strength lies in Our Promise of โ€œKnow me, care for me, ease my way.โ€ Working at our family of organizations means that regardless of your role, weโ€™ll walk alongside you in your career, supporting you so you can support others. We provide best-in-class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100-year tradition of serving the poor and vulnerable.

Lead with salary ranges: Providence posts wage ranges and base pay details within the pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.

Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well-being resources and much more. Learn more at providence.jobs/benefits.

About the Team

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