Position: PT Growth Marketing and AI Coordinator

Firm: Gregory Financial

Location: Springfield, MO

Overview:

Gregory Financial is searching for a proactive, entrepreneurial professional to join our team as a PT Growth Marketing & AI Coordinator. In this role, you’ll build and manage digital marketing campaigns, implement innovative AI solutions, and help launch new client services, including our Wealth.com estate-planning platform.

This role is more than admin, social media, or appointment setting—we want a self-starter who turns ideas into results. If you’re an entrepreneurial marketer or freelancer seeking flexible, impactful work with real growth potential, we’d love to hear from you.

What you’ll do:

Plan and manage advertising campaigns on Facebook and Instagram, with opportunities to expand to YouTube and other platforms
Develop ad concepts, write copy, create video ideas, design landing pages, and build lead-nurture campaigns
Support marketing efforts for retirement planning, insurance, and Wealth.com estate-planning services
Track and analyze campaign performance, lead generation costs, appointments, and overall business outcomes
Leverage ChatGPT, Claude, automation tools, and AI agents to enhance marketing and business operations
Create reusable AI workflows, prompts, systems, and standard operating procedures for the team
Assist in coordinating Wealth.com inquiries, scheduling, client onboarding, document follow-up, and attorney meetings
Collaborate with staff to ensure timely and professional lead follow-up
Manage advertising and communications through the company’s compliance review process

What We’re Looking For:

Proven experience designing or overseeing digital marketing campaigns
Hands-on familiarity with ChatGPT, Claude, AI automation, or similar tools
Self-motivated and comfortable working autonomously
Excellent writing, communication, organizational, and follow-through skills
Analytical approach, focused on tracking results over effort
Experience in financial services or regulated industries is a plus, but not required
Demonstrated ability and initiative matter more to us than formal credentials or résumé polish

Growth Path

This role is designed to grow with the firm, with additional opportunities available.

Pay, Perks, & Schedule:

$1,000 monthly retainer
Estimated 15–20 hours per month
Flexible hours with regular in-person collaboration in Springfield
Gregory Financial covers advertising costs separately
Performance bonuses available for reaching marketing goals and completed paid estate-planning engagements (pending compliance approval)
Initial 90-day contract, with potential for increased responsibilities and compensation based on results
This role offers a chance to help launch new revenue-generating services, not just maintain existing functions.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Gregory Financial

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PT Growth Marketing & AI Coordinator