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.

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

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.

$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

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.

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